Randy Soon

Randy Soon

CLU CEA
Wealth Advisor
604.688.7208
Ext. 266
LinkedIn
Vancouver born and raised, Randy is dedicated to serving and helping established family businesses and individuals throughout their lifetimes. His advice is based on specialized knowledge to plan for income protection, taxation, retirement, long term care and estate planning. Knowing he can make a difference in his clients’ lives keeps him energized and motivated.
RANDY’S STYLE + APPROACH

As a Life experienced insurance expert at ZLC, Randy helps policyowners to achieve their financial goals and have a secure life. Because his clients always come first, Randy never gives up on their financial, personal and business goals. He believes nothing is impossible and persists in achieving the best outcomes for his clients.

Before joining ZLC, Randy worked in an advisory role with a major Canadian life insurer, international bank, and local boutique credit union. He earned his Commerce degree from UBC and has his CLU designation since 1980.
He is also a lifelong Advocis member since 1976.

SPECIALIZES IN
  • Clarifying clients’ financial, personal and business priorities
  • Simplifying and prioritizing plan needs and objectives
  • Implementing and reviewing financial goals on a regular basis (including insurance policy review, evaluation, acquisition, and/or consolidation)
WHAT YOU MIGHT NOT KNOW ABOUT RANDY?

Randy has a long and deep history in Vancouver which began when his grandparents arrived here as immigrants from China in 1902. Both his parents were born in Vancouver and ran a green-grocer in the Cambie area.

Randy has held community leadership and donor roles with the following associations:

  • TB Vets Foundation
  • The Vancouver Foundation
  • Big Brothers
  • United Way
WHY ZLC

#doitwellwithateamthatcares

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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