ZLC Private Investment Management Inc. is pleased to welcome Jon McKinney, B.Comm., C.A., CIM as President and Portfolio Manager.
Jon will be the Chief Portfolio Manager and hold 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.
Previously Jon held the dual role of Portfolio Manager with Scotia Asset Management working with the Vancouver Scotia Private Client Group, and Vice President of Investor Services with Scotia subsidiary, Dundee Wealth Investment Counsel. Jon’s focus was designing optimal portfolios tailored to individual client circumstances and market conditions.
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 service and portfolio management.
Jon completed his Bachelor of Commerce Degree at the University of British Columbia, and holds the Canadian Investment Manager (CIM) and Chartered Accountant Designations.