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We take a different perspective

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What we do

Pension & Benefits Consulting

We work pre-dominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges.

Insurance
Services

We structure insurance efficiently to ensure the preservation of wealth and effective succession of businesses and other assets.

Financial & Estate Planning

Our comprehensive approach to financial and estate plans brings clarity to the client and confidence to the other professionals working in an advisory capacity.

The team

Paul Sabat

Managing Partner

After graduating from York University with a degree in Economics, Paul immediately joined the Financial Advisory community. Paul’s experience includes work with financial and insurance institutions in various leadership roles.

Paul’s passion for helping people led him to establish Summit Wealth Advisory Group Inc. in 2010 and acquired a 25-year veteran adviser’s business. His honest and candid approach encouraged three additional advisers to entrust him with their clients when looking for a successor.

Paul is routinely asked to speak to various events and Universities to share his experience and knowledge. He has served on the Board of Directors of Advocis, appeared on television and National Newspapers and continues to volunteer his time as an Ambassador for the Financial Planning Standards Council. He holds the Certified Financial Planner (CFP™), and Chartered Life Underwriter (CLU™) designations.

Paul is also a Certified Level Two coach (National Coach Certification Program) and currently coaches minor hockey and soccer.

Edward Sabat

Partner

After having graduated with a BA in Economics from York University, Edward has since completed, the Mutual Funds Dealers Association of Canada license, the Canadian Securities Course and earned the Certified Financial Planner (CFP™) designation.

Edward started his career working with Sun Life of Canada, where he gained experience in employee benefits and group retirement. Edward provides financial services to business owners and high-net-worth individuals.

Through comprehensive analysis, in-depth market research and the support of tax experts, every aspect of the plan is addressed. Utilizing a holistic approach and an integrated planning process, Edward works closely with his clients to create a customized financial plan that helps manage risk and helps achieve their goals.

Lee Belzberg

Partner

Lee Belzberg returned to Toronto after attending Dalhousie University. Having previously worked for London Life Insurance, Lee joined Summit Wealth Advisory Group in 2013. With Lee’s entrepreneurial outlook he quickly found and implemented innovative strategies in the Benefits & Pension industry providing incomparable value to our clients. Lee’s conviction and aptitude for understanding people’s needs allows Summit Wealth to break molds and set new industry standards.

Lee upholds a strong commitment to the community. He is a volunteer with Mount Sinai Hospital while also participating in and organizing fundraising for a variety of charitable events. Lee is a Board member of the York Racquet Tennis Club which comes with operations and event decision making responsibilities.

Andrew Pilla

Financial Consultant

Andrew Pilla has been working with Summit Wealth Advisory Group since January 2014. He brought his practice to Summit Wealth in late 2016 having strong affiliation to our brand and vision. Andrew studied accounting and IT management at Ryerson University and has accumulated over 8 years of industry experience. Andrew continues to grow and develop Summit Wealth’s market presence by sharing our passion for educating clients and placing their needs above all else.

Summit Wealth
Advisory Group Inc.

4789 Yonge Street,
Suite 1012
Toronto, ON, M2N 0G3
Tel: 416-250-9988 / Fax: 416-362-5505
info@summitwealth.ca

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