BOUTIQUE
Financial Services

Dedicated to empowering families through professional financial advisory.

PRACTICE AREAS

PRACTICE
AREAS

Financial Planning

Financial planning is the process of setting and achieving financial goals by managing income, expenses, investments, and risk through a comprehensive, personalized strategy. It helps individuals and families make informed decisions to secure their financial future and achieve long-term stability.

Estate Planning

Estate planning is the process of organizing and managing your assets during your lifetime and arranging for their distribution after death according to your wishes. It typically involves creating legal documents such as wills, powers of attorney, and trusts to ensure your financial affairs are handled efficiently to protect your loved ones.

Insurance Planning

Insurance planning is the process of identifying potential financial risks and determining the appropriate insurance coverage to protect individuals, families, or businesses against those risks. It ensures financial security by providing a safety net in the event of unforeseen events such as illness, disability, or death.

Wealth Management

Wealth management is the professional handling of financial assets and portfolios, including selecting and overseeing investments to meet specific financial goals. It involves strategies like asset allocation, risk management, and performance monitoring to grow wealth and optimize returns over time.

OUR VISION

At Zakus Financial, we understand that effective financial strategies need to be as unique as the individuals we serve. Our innovative solutions are meticulously crafted with your personal story and aspirations at the forefront, ensuring that our attention remains steadfastly on you rather than merely on your financial assets.

Have you ever felt that your financial dreams were just out of reach? If given the opportunity to make one significant change in your financial situation today, what would that be? We are dedicated to providing comprehensive, client-centric services that not only simplify your financial journey but also empower you to achieve your true financial goals.

Together, we can develop a tailored plan that genuinely reflects your aspirations and values. With our expertise and your vision, we can navigate the complexities of wealth management, ensuring that each step we take aligns with your long-term objectives. Let us partner with you to transform your financial dreams into reality. into reality.

Advisors

Kevin J. Zakus, PFA

With over 20 years of experience in the financial sector, Kevin is committed to delivering a comprehensive financial experience that fosters trusted, and long-term partnerships through effective financial strategies and solutions, providing clients with peace of mind.

He began his career at a national firm in 2000 and went on to establish North Bay Financial Services in 2009. In 2012, he took on the role of Regional Sales Manager for BC Interior and Vancouver Island at Equitable. After five years, he returned to personal practice and founded Zakus Financial where he collaborates with families and businesses across Western Canada.

Kevin is also part of Serenia Life's Business Development team where he manages several key MGA and advisor relationships across Canada.

Kevin holds several professional designations, including the Professional Financial Advisor (PFA), Certified Consultant on Aging (CPCA), and Responsible Investment Specialist (RIA).

He actively serves as a board member of Advocis - The Financial Advisors Association of Canada, where he has held several key positions for over a decade and is currently the acting Treasurer.

Let's Talk!

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