Our People
Our business runs on talent
Our professionals are the key part of making everything happen. Their expertise, business sense, bright ideas, creative solutions and teamwork are the foundation for lifetime relationships we build with clients.
Executive Leadership
Garry Zlotnik
Chairman & CEO
Michelle Richier
President
Associates
Aeronn Zlotnik
Financial Associate
Ben Lee
Financial Associate
Brent Davis
Financial Associate
Bruce Berger
Financial Associate
Charlie Lamb
Financial Associate
Dan Eisner
Fab Biagini
Farzin Remtulla
Financial Associate
H.G. (Howie) Young
Vice President
Joanna Zlotnik
Financial & Wellness Associate
John McGrath
John McKeachie
Business Development Associate
Linda Metcalfe
Financial Associate
Michael A. Healey
Financial Associate
Mike Buytels
Financial Associate
Nancy Pereira
Philip Levinson
Financial Associate
Randy Soon
Financial Associate
Thomas Suggitt
Financial Associate
Vilayphone (Violet) Smith
Associate, Integrated Financial Planning
Vincent Szeto
Legacy Associates
Harold Zlotnik
Peter G. Lamb
Mark Zlotnik
Martin Zlotnik
P.M (Pip) Steele
Amin Jamal
Ken McNaughton
Need Financial Advice?
We’re here to help
Experience achieves results. That’s why we leverage our talented team of experts to help Vancouver residents, professionals, and business owners make the best decisions for their financial future.