Zach joined the TPC team in 2022, bringing with him a strong foundation in financial services developed through his prior experience in the banking industry. Originally from Kelowna, he moved to Victoria to attend the University of Victoria, where he earned a Bachelor of Science in Economics, majoring in Finance with a minor in Business. In 2025, he successfully completed his Certified Financial Planner® designation and is committed to helping clients feel confident and informed about their financial decisions. Zach enjoys building strong relationships and providing clear, personalized advice to support clients at every stage of life. Outside of work, he stays active playing basketball, golfing, hiking, and planning his next travel destination.
Take me back to the Planning Team.