Kevin J. Zakus
Kevin is a founding Partner of Zakus Kowalchuk LLP and brings more than 18 years of experience to the firm.
Kevin is the Managing Partner and provides strategic vision and leadership direction. He also works closely with clients providing guidance and direction, by implementing insurance and investment plans that ensure our clients receive transparent advice and exceptional service.
Kevin started his career with a National Firm where he worked with clients and mentored advisors before he established NorthBay Financial Services. In 2012 he joined Equitable Life of Canada where he worked with Independent Advisors, helping them develop and implement Insurance Strategies for clients.
Kevin holds a Diploma in Business Management and holds his Fellow Life Management Level 1 Designation. He is a member of Advocis, and sits on the Advocis Thompson Okanagan Board of Directors as the Membership Chair.
In an endeavor to give back to the community, Kevin dedicates countless hours to Kelowna’s local Minor Sports Associations where he works with the next generation of players to help hone their skills. Kevin is currently a Coordinator with the Central Okanagan Minor Base Ball Association and a Head Coach of one of their Peewee AA Teams.
Kevin can be found making the most of the Okanagan lifestyle with his family whether it is on the lake or just enjoying one of the many local wineries.
Contact Kevin at email@example.com
Elanda is a founding Partner of Zakus Kowalchuk LLP and brings 18 years of experience to the firm.
Elanda specializes in wealth accumulation and insurance planning working closely with families, creating financial plans that provide insight and direction to help them achieve their goals.
A graduate of the University of Calgary, Elanda holds a Bachelor of Arts in Psychology. In addition to her years of experience, Elanda holds her Certified Financial Planner (CFP), Certified Cash Flow (CCS) and Certified Executor Advisor (CEA) designations. Elanda’s desire to help people succeed is evident in the close working relationships that she has with our clients.
Elanda is a member of Advocis and is an active member of the Vernon Women in Business.
Originally from Calgary, Elanda has embraced everything the Okanagan has to offer and can be found hiking the many trails around the Okanagan, kayaking on our beautiful lakes and cycling around the Okanagan.
Contact Elanda at firstname.lastname@example.org
Client Advisory Committee
Caroline is an experienced Insurance and Wealth Advisor and is currently an insurance advisor with RBC Insurance in Edmonton.
Caroline is part of our Client Advisory committee, where she advises on the overall client experience at Zakus Kowalchuk LLP.
Caroline is the past President of Advocis Thompson Okanagan Chapter and holds her CLU and CHS designations
Robert Russo is a Senior Mortgage Broker with Invis – Canada’s Mortgage Experts with over 12 years’ experience servicing the local real estate market.
Robert works with our clients, helping them navigate the complex mortgage rules so that they can secure the best rates with leading lenders.
When Robert is not working with clients, he can be found at the baseball diamond coaching for the Central Okanagan Baseball Association, or in a hockey rink cheering on his daughter.