Our People

If looking for a ZLC Financial Group associate please see the
ZLC Financial Group website

In late 1998, ZLC Financial Group identified a growing need for ZLC Clients to be offered a unique alternative to traditional investment. Many ZLC Clients were searching for products that provided absolute returns regardless of market conditions, where relationships were built on trust and professionalism, and where capital preservation was paramount. This led ZLC to search out top money managers that shared in its philosophy and alternative approach to investment. As a result, in 1999 ZLC partnered with Vertex One Asset Management in creating ZLC Private Investment Management Inc.

Executive Team

Garry Zlotnik, B.Comm., C.A., CFP, CLU, CH.F.C.
Chair & CEO

As Chair & CEO, Garry Zlotnik leads the stretegic direction of ZLC Private Investment Management. He specializes in wealth preservation strategies for business owners, executives and high net worth individuals. Garry joined parent company ZLC Financial Group in 1981, and became its President in 1993. He is credited with the formation of ZLC Private Investment Management in 1999.

Garry has over 26 years experience as a Chartered Accountant, is a Certified Financial Planner, a Chartered Life Underwriter, and a Chartered Financial Consultant. Garry earned his Bachelor of Commerce from the University of British Columbia.

Carrie Lyle, B.Comm., MBA, CMA, CIM
President, Portfolio Manager

Carrie Lyle holds overall responsibility for operations and business development. She is a licensed Portfolio Manager, and oversees ZLC Private Investment Management's client relationships and portfolio administration. She joined ZLC in 2002, and brings over 16 years financial sector experience to the role. Throughout her career, Carrie has specialized in the Alternative Investment Arena, having previously represented client and investor interests in both merchant banking and venture capital.

Carrie holds a Masters of Business Administration Degree from the University of British Columbia, the Certified Management Accountant designation, and the Canadian Investment Manager designation. She completed her undergraduate at the Eric Sprott School of Business, Carleton University, graduating with a Bachelor of Commerce (Honours) Degree in Finance and Accounting; and is currently a Level II Candidate in the Chartered Financial Analyst (CFA) Program.

John Wark, B. Comm, C.A, CFP, CLU, CH.F.C
Advising Director

John Wark has been working in the Financial Services Industry for over 17 years. John has an in depth knowledge and practical experience in the areas of investment, retirement and elder planning, taxation, estate planning, RRSPs and RRIFs. He joined parent company ZLC Financial Group in 1991, and as Advising Director, lends his expertise to the strategic direction of ZLC Private Investment Management.

John has over 35 years experience as a Chartered Accountant, is a Certified Financial Planner, a Chartered Life Underwriter, and a Chartered Financial Consultant. John earned his Bachelor of Commerce from the University of British Columbia.

Mark A. Zlotnik, C.A., CLU
Director

Mark Zlotnik lends his expertise to the strategic direction of ZLC Private Investment Management. He began his business career as a Chartered Accountant and spent several years with a national accounting firm as an income tax specialist.

Mark joined parent company, ZLC Financial Group in 1984 where he concentrates on working with family businesses and privately owned companies. He specializes in the areas of estate planning, and creative tax strategies using insurance vehicles. Mark also works with many charities and service organizations both as a board member and as a planned giving consultant.

Jeff McCord
Director

Jeff McCord lends his expertise to the strategic direction of ZLC Private Investment Management. Jeff is a founding partner and the Managing Director of related company, Vertex One Asset Management. He is a member of the Investment Committee and is responsible for the operation of Vertex One.

He began his investment career as a Financial Advisor with Canada Trust and became responsible for managing high net-worth clients at MK Wong and Associates and later at HSBC Asset Management. He and his partners founded Vertex One Asset Management in 1997. Jeff has over 22 years of investment and business experience, and is a graduate of the University of Manitoba.

Support Team

Grace Domingo-Gumban, B.A.
VP Administration

Grace Domingo-Gumban joined ZLC Private Investment Management in 2006. As VP Administration, she oversees day-to-day account administration. Grace has over seven years experience in the Financial Services Sector, bringing with her an extensive knowledge in operational and administrative procedures. Previously, Grace managed a distribution channel for a leading financial services company, overseeing the licensing and contractual obligations of its national sales force.

Tiffany Tam, B.A.
Administrative Assistant

Tiffany recently joined ZLC PIM as Administrative Assistant. Her previous experience at another financial institution covers account administration and client relations. In her new role, Tiffany supports our VP Administration Manager with client related activities and general office operations.

Tiffany graduated from Simon Fraser University majoring in History. She enjoys travelling and studying different cultures.