CPABC in Focus September/October 2013 | Page 2

YOUR TEAM OF EXPERTS IN Business Family Succession | Employee Benefits | Structured Settlements Insurance & Retirement Solutions | Private Investment Management Peter G. Lamb Garry Zlotnik Martin Zlotnik Mark A. Zlotnik P.M. (Pip) Steele Robert E. Olson b.a., clu, tep, epc, csa f.c.a., b.comm., cfp, clu, ch.f.c. b.comm., ll.b c.a., clu b.comm., cfp, clu, ch.f.c. b.a. John V.R. Wark Ross Gibson Ken McNaughton W.A. (Bill) Finlay Bruce K. Berger a.c.i.i., clu, tep b.comm., c.a, cfp, clu, ch.f.c. dip.t cfp, clu, ch.f.c., rhu, csa b.a., c.a. b.a., cfp, clu Heidi U. Pullem Matthew W.P. Anthony Aeronn Zlotnik Nancy Pereira Philip Levinson John McKeachie b.a. gba Dave Sumra Francesca Chan Liza Bugar cfp, pfp, MSc. cfa., b.comm. Amin E. Jamal cfp, cdfa b.a., cfp c.a. Jon McKinney b.comm., c.a., cim John Peacock b.econ., rhu For more information, contact our Associates at: Vancouver 1200 Park Place, 666 Burrard Street Vancouver, BC V6C 2X8 Tel: 604.688.7208 Fax: 604.688.7268 Toll Free: 1.800.663.1499 Victoria 3711 Grange Road Victoria, BC V8Z 4S9 Tel: 250.727.3445 Fax: 250.479.9716 Toll Free: 1.800.906.5666 www.zlc.net H.G. (Howie) Young cfp Michael A. Healey b.a., cfp, clu, chs Jack Shaffer cfp, clu, ch.f.c.