JM
Jon Mc Kinney
President And Portfolio Manager at Zlc Wealth
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Work Experience
President And Portfolio Manager
Apr 2013 - Present · 11 years and 9 months
Portfolio Manager
Aug 2012 - Mar 2013 · 7 months
Dundee Wealth Investment Counsel
Vice President
May 2010 - Aug 2012 · 2 years and 3 months
Company Details
11-50 Employees
At ZLC Wealth the success of our clients is our main objective. We offer tailored wealth management solutions for individuals, corporations, trusts, and foundations. All of our portfolio offerings come from experienced third party fund managers who share our investment philosophy. This allows us to focus on building diverse portfolios to suit our clients’ goals and priorities, while leaving the decision-making around specific investments to the fund managers.
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services
HQ Location
Suite 1200 - 666 Burrard St Vancouver, BC V6C 2X8, CA
Keywords
Portfolio Management and Outstanding Client Service
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