VICENT’S STYLE + APPROACH
Vincent’s passion and experiences lie within the retirement landscape, having spent close to 15 years working with individuals to multi-national companies on retirement planning and advice, he seeks to provide clarity, sustainability and relativity to plan sponsors of group retirement plans as well as engage with plan employees to navigate through their retirement planning.
Vincent welcomes all opportunities to apply his experiences and advice to assist plan sponsors who want to seek clarity, sustainability and relativity on their group retirement plan.
Plan design reviews, education strategy development, plan governance review, member/employee engagement, investment monitoring and updates, retirement planning and advice.
WHAT YOU MIGHT NOT KNOW ABOUT VINCENT?
Vincent has a great ability to pick up any type of sport, even when it’s his first time playing. Among his favorite activities is running; and while he used to run competitively, now it’s more of a hobby.
ZLC has been a cornerstone to my successes in this industry. The people that I work with encourage and enable me to become better each and everyday and their values have helped to shape my own practice. The depth of knowledge and experience that ZLC has provided me is not only a value add for me but is translated to all my clients.