An Expert Group of Caring Professionals


We are a group of knowledgeable professionals who are passionate about our work. We constantly search to uncover opportunities to create greater financial security and peace of mind for you.  

Only a select group of RBC Dominion Securities personnel are qualified as Portfolio Managers, offering discretionary portfolio management services. Discretionary management, or Private Investment Management, is the largest advisor managed discretionary brokerage program in Canada with over $40.5 billion in assets.  

Together, we will create the guidelines around investing your assets, and then we do the rest. This allows us to quickly respond to market changes, maximizing the potential for growth while minimizing downside risk. This also allows you to focus on living the life you want to, knowing that your investment wishes are being met constantly.  

We have extensive experience advising our clients, we have a proven track record of managing substantial assets successfully, and we must have completed and continue to complete rigorous academic courses. Allow us to be your wealth guide.  

When your investments are managed by Ingram-Zuk Wealth Management, you can expect the highest standards of ethics and professionalism. 

Richard Ingram, CIM, FCSI

Vice-President & Portfolio Manager

250-712-2124 | Email me
250-712-2176
1-877-862-0722

Richard’s career and work have been a great source of pride to him. He appreciates the life long friendships that have naturally formed as a result of ongoing client relationships. Their financial health is of utmost importance to him.  

A Simon Fraser University Alumni, Richard graduated with a Bachelor of Arts in Commerce in 1976. Ongoing professional development has earned Richard the highest credentials an investment advisor can obtain - that of a Portfolio Manager. Richard has over 30 years of experience in the wealth management industry working with clients worldwide.  

A Vice President of RBC Dominion Securities, Richard has served as a member and chairman of various national committees for RBC Dominion Securities and has been recognized for his achievements in the industry. Richard's designations include Canadian Investment Manager (CIM), Certified International Wealth Manager (CIWM), Life Insurance License, he is a Fellow of the Canadian Securities Institute (FCSI) and he is a Wealth Advisor. 

In his free time, Richard enjoys spending time with son and daughter who are both young adults. He is an avid sports enthusiast, skiing, biking, golf and playing rugby.

Michael Zuk, MBA, CFA

Michael Zuk, MBA, CFA

Portfolio Manager

250-469-7409 | Email me

Michael has extensive experience advising professional investors, business owners, families and individuals for over 20 years.

A graduate of Queen’s University, Michael obtained a Bachelor of Arts Honours degree in Economics. He also has an MBA in Finance from the Schulich School of Business. A firm believer in ongoing education, he is particularly proud of the Chartered Financial Analyst (CFA) designation he obtained in 1999.

Michael has previously worked in several other areas of the financial services sector including capital raising, mergers and acquisitions, business analysis and valuations, as well as sales.

His experience and credentials allows him to gain a thorough understanding of a client’s circumstances so that he can deliver sound advice and expert execution.

Michael is active in the community, serving on the Board of the CFA Society Okanagan and is on the Advisory Council for the Central Okanagan Economic Development Commission. He also mentors young entrepreneurs at UBC Okanagan.

Michael and his wife Ericka have three children. The family is active in a variety of sports including golf, alpine skiing, baseball, soccer and tennis. He and Ericka also like to do a lot of their own home renovations and landscaping. Michael also loves carpentry and is learning to play the drums.

Jessica Nouwen, CFP®

Associate Advisor

250-712-2193 | Email me

Jessica started her career in the financial services industry in 2004. Her background includes having successfully completed the Canadian Securities Course, the Conduct & Practices Handbook Course, her Certified Financial Planner (CFP) designation, and is also life insurance licensed.  Jessica supports the team by coordinating our client service program, and providing clients with professional knowledge of numerous wealth management strategies from financial planning to estate planning.

When not at the office, Jessica can be found enjoying the Okanagan with her husband Troy and their four children.

Katie Knowles

Associate

250-712-2135 | Email me

Katie began her career in the investment industry in 2009. She successfully completed the Canadian Securities Course and Conduct and Practices Handbook Course in 2011 and after working in Toronto for many years she made the decision to re-locate to Kelowna and join the Ingram-Zuk Wealth Management team. Through her years in the industry Katie developed a passion for client service and takes pride is ensuring smooth day-to-day operations for her team as well as providing an excellent experience for our clients. Katie is very passionate about the outdoors and made the move from Ontario to take advantage of the amazing lifestyle that BC has to offer - she is an avid hiker and loves to camp in the mountains.

Contact us

For a team that cares deeply about your financial well-being with the greatest integrity, professionalism and privacy, please call us: 250.712.2124 or 1.877.862.0722.