CPABC in Focus September/October 2014 | Page 13

YOUR TEAM OF EXPERTS IN Insurance & Retirement Solutions | Private Investment Management* Business Family Succession | Employee Benefits | Structured Settlements Peter G. Lamb Garry Zlotnik Martin Zlotnik Mark A. Zlotnik P.M. (Pip) Steele Robert E. Olson b.a., clu, tep, epc, csa f.c.a., b.comm., cfp, clu, ch.f.c. b.comm., ll.b c.a., clu b.comm., cfp, clu, ch.f.c. b.a. John V.R. Wark Ross Gibson Ken McNaughton W.A. (Bill) Finlay Bruce K. Berger a.c.i.i., clu, tep b.comm., c.a, cfp, clu, ch.f.c. dip.t cfp, clu, ch.f.c., rhu, csa b.a., c.a. b.a., cfp, clu Heidi U. Pullem Matthew W.P. Anthony Aeronn Zlotnik Nancy Pereira Philip Levinson gba c.a. John McKeachie Amin E. Jamal cfp, cdfa b.a. b.a., cfp Francesca Chan Jon McKinney cfa., b.comm. b.comm., c.a., cim portfolio manager portfolio manager Liza Bugar gba Dan Eisner John Peacock c.a. b.econ., rhu For more information, contact our Associates at: Vancouver 1200 Park Place, 666 Burrard Street Vancouver, BC V6C 2X8 Tel: 604.688.7208 Fax: 604.688.7268 Toll Free: 1.800.663.1499 www.zlc.net cfp Michael A. Healey b.a., cfp, clu, chs Jack Shaffer cfp, clu, ch.f.c. Wintson Kuit * Private Investment management is offered through zlc private investment management inc. Victoria 3711 Grange Road Victoria, BC V8Z 4S9 Tel: 250.727.3445 Fax: 250.479.9716 Toll Free: 1.800.906.5666 H.G. (Howie) Young