Backed by more than decade of experience in the banking and wealth management industry, Zac remains committed to helping clients achieve their financial goals. He strives to develop deep, long-lasting relationships with his clients and their families. Relationships that are built on trust, which allows him to better help them navigate complex financial decisions. In his role, Zac acts as a financial “Quarterback” for his clients, guiding them along the optimal path toward achieving their objectives. He also brings together a team of experts, when necessary, to analyze and tackle each of his client’s specific needs. A gifted communicator, Zac offers a high level of proactive engagement with clients, providing regular updates and addressing any concerns that may arise. Clients and colleagues alike appreciate Zacs' depth of knowledge, patience, empathy and genuine level of care.
A graduate of the University of Alberta, Zac holds a Bachelors Degree in Economics. He has also completed several courses with the Canadian Securities Institute, including the Business Owner Planning course, Investment Management Techniques, and has earned certificates in both Personal Financial Services Advice, and Advanced Investment Advice.
Away from work, Zac enjoys spending his time outdoors, hiking, and back country camping in the summers. He is an avid skier in the winter, with his favorite mountains being in the BC interior where the 'Champagne Powder' Flows. He is passionate about food, as well as, exploring global cultures, and is a world traveler. As such he believes that as humans, our loves of both food and music are two things that connect us all on a deep level. Also, being passionate about giving back to his community, Zac is a member of his local Chamber of Commerce.
