Joana Zlotnik

Joanna Zlotnik

Wealth & Wellness Advisor
604.688.7208
Ext. 237
LinkedIn
Joanna brings her wellness and coaching background to further develop client relationships at ZLC Financial — the company her grandfather founded. Financial well-being impacts an individuals’ mental and physical health, so Joanna helps clients with proper planning, financial readiness and literacy, working with clients to align personal, family, financial and wellness goals.
JOANNA’S STYLE + APPROACH

In her role, Joanna works with businesses, individuals and families to help them reach their financial health and personal wellness goals. Understanding that a company’s most valuable asset is its people, Joanna works closely with ZLC’s Employee Benefits Division to enhance education around health and wellness strategies and personal financial goals. Joanna believes focusing energy on the future of your estate, finances, and legacy is key to her clients’ long term success.

Joanna attended McGill University where she received her Bachelor’s degree in geology and has a Master’s degree from Royal Roads University, where she studied Environmental Management. Joanna had a decade long career in mining and environmental consulting. Joanna enhanced her career with a Masters Certificate at the Academy of Intuition Medicine and became a Certified Professional Co-Active Coach.

SPECIALIZES IN

Joanna specializes in Financial well being, which is a state of being where an individual has achieved:

Minimal financial stress
Established a strong financial foundation
Created an ongoing plan to help reach their future financial goals

WHAT YOU MIGHT NOT KNOW ABOUT JOANNA?

While, she is an avid golfer like all the Zlotniks, she has also become obsessed with kiteboarding. She loved the challenge of learning something completely new and foreign, spending time out on the water not only in beautiful BC but other great spots in the world. Time in nature with friends is one of her greatest joys, whether it’s out on the water, on the links or up in the mountains.

WHY ZLC

“It’s an honor for me to work at ZLC, carrying on the legacy my grandfather started, supporting clients to care for their loved ones by building and protecting their estates.”

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).
ZLC Financial Inc. (ZLC Financial) owns 100% of ZLC Wealth. It provides services through licensed insurance agents, brokers and sales representatives. ZLC Financial may separately provide insurance and other advice or services, including related financial, tax, estate, and retirement planning services. These services are provided solely by ZLC Financial.
Both ZLC Wealth and ZLC Financial do business under the trade name ZLC.
Q Wealth Partners is a registered trade name of Quintessence Wealth. Please visit www.qwealth.com for more information.
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