Welcome Violet Smith & Chantel Gibbs

Violet-&-Chantel-LinkedIn

We are happy to announce that effective May 1st, 2017 Investaflex Financial Group has joined ZLC Financial. Investaflex is a firm built on values akin to ours, and for the past year and a half has continued the legacy of their founder Malcolm Ross (a true visionary). We are honoured to have them join our team. Vilayphone (Violet) Smith will be joining us as an Associate along with Chantel Gibbs, Senior Planner. Violet and Chantel bring with them experience and expertise in financial planning, further strengthening ZLC’s service offerings.

Violet brings 20+ years of experience in the financial services industry.  Her recent role is President of Investaflex which she assumed back in Sept 2015 when the founder became terminally ill.  During her 20 years with Investaflex she has acquired a CPA, CGA, CFP, CLU and CHS designation.  She joined Investaflex right after graduating from Simon Fraser University with a bachelors of arts degree with a major in economics.  She is excited to share with each Associate the planning process delivered at Investaflex that has been well recognized by clients, accountants, lawyers and financial advisors.

Chantel is a CPA, CGA. She specializes in tax research and creating financial plan projections and tax estimations for clients. She is a whiz with numbers and enjoys working through different tax scenarios. Chantel holds a Bachelor of Science in Chemistry and a Bachelor of Arts in Business Administration from Trinity Western University. Before joining Investaflex, Chantel articled with two accounting firms and worked for a year as an administrator in the investment industry.

Related Articles

Time to Get Rid of Some Pharmacy Controls in Employee Benefits Plans

Time to Get Rid of Some Pharmacy Controls in Employee Benefits Plans

Dan Eisner, Advisor, ZLC Employee Benefits ...
Highlights from Estate Planning Seminar – 2024

Highlights from Estate Planning Seminar – 2024

We had the pleasure of hosting our Estate ...
2024 Summary of Contributions & Benefits

2024 Summary of Contributions & Benefits

By Nancy Pereira,Advisor, ZLC Employee ...
Travelling abroad this holiday season? Refresh yourself on what your emergency medical coverage covers you for—and what it doesn’t!

Travelling abroad this holiday season? Refresh yourself on what your emergency medical coverage covers you for—and what it doesn’t!

Fab Biagini Advisor, ZLC Employee Benefits ...
Need Financial Advice?

We’re here to help

There’s no better time than now to achieve more with your finances. When working alongside financial professionals with a long history of service in Vancouver, you can rest assured that your plan is working to meet your financial goals.