PR

Pfa Kevin J. Zakus Cpca, Ris

Business Development Director at Serenia Life Financial

Kevin J. Zakus has extensive work experience in the financial industry. Kevin J. is currently serving as the Director of Business Development at Serenia Life Financial. Prior to this, they held the role of Professional Financial Advisor at Zakus & Associates Wealth Management Inc. and later became the President & Financial Advisor of the company. Kevin J. also worked as the Managing Director at 250° Apparel Company Ltd. In addition, they have experience working at Equitable Life of Canada as a Regional Investment Sales Manager and a Regional Sales Manager. Kevin started their career at IG Wealth Management, where they first worked as a Financial Consultant and later became a Division Director.

Kevin J. Zakus, PFA, CPCA, RIS has a diverse education history. In 2004, Kevin completed the Branch Managers Coarse at the IFSE Institute. In 2002, they obtained a Life License Level 2 from the same institution. In 2000, Kevin completed The Canadian Investment Funds Coarse, as well as Life License Level 1 and Accident & Sickness Insurance courses at the IFSE Institute. Additionally, Kevin holds a Diploma in Business Management from the International Career School Canada.

Furthermore, Kevin has obtained several certifications throughout their career. In 2020, they became a Professional Financial Advisor (PFA) through The Institute for Advanced Financial Education, a Certified Professional Consultant on Aging (CPCA) through Age-Friendly Business®, and a Responsible Investment Specialist (RIS) through the Responsible Investment Association. In 2016, Kevin obtained the Fellow, Life Management Institute L1 (FLMI L1) certification from LOMA. In 2006, they received a Life Insurance certification from the Insurance Council of BC, and in 2000, they obtained another Life Insurance certification from the Alberta Insurance Council. Lastly, in 2000, Kevin became a Mutual Fund Advisor certified by the MFDA.

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Timeline

  • Business Development Director

    December, 2022 - present