604.685.1096 wealthinfo@zlc.net Client Login Home About Us Wealth Solutions Resources Blog Contact About Us A PROUD HISTORY CLIENT FOCUSED We have come a long way since Hal Zlotnik first started in the business nearly 70 years ago, with a unique style of engagement and consultation. In 1981, he and his partners opened ZLC Financial (formerly Zlotnik Lamb & Company). Fast forward 20 years. Son and CEO Garry Zlotnik began to recognize a need for specialized wealth solutions for the firms High Net Worth clients. This led ZLC to search out top money managers that shared in our philosophy and alternative approach to investment. As a result, in the year 2000, what is now known as ZLC Wealth (formerly ZLC Private Investment Management) was born. Many things have changed over the years, but the legacy of Hal’s commitment to clients remains unchanged. Management Team Jon McKinney CPA, CA, CIM® President & Portfolio Manager As President and Portfolio Manager, Jon holds overall responsibility for client relations, business development and Administration. He brings with him nearly 30 years of financial sector experience in both portfolio management and accounting. Jon is well versed in independent investment management having previously represented Duncan Ross Associates as President, overseeing all aspects of the operations from compliance and administration to client services and portfolio management. Jon completed his Bachelor of Commerce Degree at the University of British Columbia, and holds the Chartered Investment Manager (CIM®) and Chartered Accountant Designations. Jon is an avid mountain and road biker, and is a member of Capilano Golf Club. He is married and has three adult children all living in the Vancouver area. Garry Zlotnik FCPA, FCA, CFP, CLU, ChFC CEO & Representative Garry joined affiliate ZLC Financial in 1981, where he is now the CEO and Chairman. He is credited with the formation of ZLC Wealth in 2000. Garry has over 37 years experience as a Chartered Accountant, is a Certified Financial Planner, a Chartered Life Underwriter, and a Chartered Financial Consultant. He earned his Bachelor of Commerce from the University of British Columbia. Garry provides his clients with personalized service and non-discretionary wealth management at ZLC Wealth. Investment Team Thomas Suggitt CFA, CIPM, CFP, FCSI Vice President & Portfolio Manager Tom has been providing wealth management advice since 2001 and has a keen ability to identify and create opportunities for his clients. He designs innovative financial solutions uniquely tailored to the needs of professionals, business owners and high net worth retirees. Tom believes in maintaining the highest investment industry standards and holds the Chartered Financial Analyst (CFA) designation. Tom also has a degree in finance, holds the Certified Financial Planner (CFP) designation and is a Fellow of the Canadian Securities Institute (FCSI). Tom lives in North Vancouver with his wife and two young children. He often bikes to work, and in his free time he loves to ski, travel and spend time with his family Howard Young, CFP Representative Howie Young has been working in the Financial Services Industry for over 40 years. After graduating in business administration Howie began his career in the group Insurance department of a major Canadian life insurance company. He has focused his practice in the area of Employee Benefits, Pension Design, Investment Management, Life Insurance at affiliate company ZLC Financial. At ZLC Wealth, Howie provides personalized service to his clients and non-discretionary wealth management. Philip Levinson, CPA, CA Representative Philip started his career in 1979 articling with a firm of Chartered Accountants in Cape Town, South Africa. Shortly after obtaining his Bachelor of Commerce degree in 1981, Philip immigrated to Canada and worked with a national CA firm where he qualified as a Canadian Chartered Accountant. After eight years in public practice, Philip joined a client in the private sector. This allowed him to further develop and diversify his career and experience. This unique background and his personalized process provide Philip with invaluable knowledge and analytical skills for his practice at ZLC Wealth. Operations Team Grace Domingo VP, Administration Grace Domingo joined ZLC Wealth in 2006. As VP Administration, she oversees all client accounts, client relations, and account administration. Grace has over fifteen years experience in the Financial Services Sector, providing her with extensive knowledge of operational and administrative procedures. Previously, Grace managed a distribution channel for a leading financial services company, overseeing the licensing and contractual obligations of its national sales Lisa Der Account Manager Lisa joined ZLC Wealth in 2014 and oversees client account administration. In her previous role, she worked for a Vancouver based asset management company as a Client Service Agent in the retail venture capital division. Lisa has completed the Canadian Investment Funds Operations Course and has a Bachelor of Business Administration from Capilano University. Lisa is passionate about Bikram Yoga and loves to bike around the seawall. Gareth Langdon Investment Analyst Gareth joined ZLC Wealth in 2021 and supports the success of our clients by performing duties related to portfolio and investment management, data integrity, and administrative support. Gareth earned his Bachelor of Commerce degree from University of Victoria and is a CFA Level III Candidate. Before joining ZLC Wealth he was a Foreign Exchange Trader in Victoria. Gareth loves being active and in his spare time enjoys playing soccer and golf. Legacy Mark A. Zlotnik CPA, CA, CLU, TEP Director & Representative Mark Zlotnik lends his expertise to the strategic direction of ZLC Wealth. He began his business career as a Chartered Accountant and spent several years with a national accounting firm as an income tax specialist. Mark joined affiliate company ZLC Financial in 1984 where he concentrates on working with family businesses and privately owned companies. He specializes in the areas of estate planning, and creative tax strategies. Mark’s ZLC Wealth clients benefit from his years of experience and his attention to detail. Mark also works with many charities and service organizations both as a board member and as a planned giving consultant. 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