ZLC Welcomes Randy Soon

 

Announcement - Randy Soon

Welcome to the team, Randy Soon

We are thrilled to welcome Randy Soon to ZLC Financial as the newest addition to our team of esteemed Associates.

Randy’s journey comes from a deep history where his grandparents arrived in Vancouver as immigrants from China in 1902. Both his parents were born in Vancouver and ran a green-grocer in the Cambie area – this is where Randy learned about work ethic and the importance of education. Randy earned his Commerce degree from UBC and quickly saw the opportunity that the Life Insurance Industry presented. Randy successfully built his clientele over the years as an Agent and Sales Manager with a leading insurance company. After many years of serving his clients, both building and protecting their wealth, Randy has opted to join ZLC where he enriches his offering with the valuable and unique resources that ZLC has to offer.

Randy is also a lifelong Advocis member and has his CLU designation – a loyal and true servant of the Financial Services industry, and now an asset to ZLC.

Randy has held community leadership and donor roles with the TB Vets Foundation, Big Brothers and the United Way, and the Vancouver Foundation.

Randy and his wife, Rose, reside in Richmond, and are very proud of their children, Christine and Brad.

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ZLC Wealth Inc. (ZLC Wealth) is a registered portfolio manager and exempt market dealer. Quintessence Wealth (Q Wealth) is a partnership that is owned by its partners, including ZLC Wealth. Q Wealth is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth and ZLC Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth and ZLC Wealth to engage in trading activity.
In becoming a partner firm of Q Wealth, ZLC Wealth intends to surrender its registration as Portfolio Manager and Exempt Market Dealer and only provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others to its clients.
As a client of Q Wealth, you may receive services from both Q Wealth and ZLC Wealth. Only individuals approved as advising representatives and dealing representatives are permitted to give investment or trading advice (Securities Advice).
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