Vilayphone (Violet) Smith

Associate, Integrated Financial Planning at ZLC FINANCIAL
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • Lao -
Skills

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Bio

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Credentials

  • CPA, CGA, CFP, CLU, CHS, TEP, FEA
    Family Enterprise Xchange (FEX)

Experience

  • ZLC FINANCIAL
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Associate, Integrated Financial Planning
      • May 2017 - Present

      Aligning value with values continues... Aligning value with values continues...

  • Investaflex Financial Group
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • President
      • Aug 2015 - Present

    • VP - Technical Consulting
      • Mar 1997 - Present

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • Mar 1996 - Feb 1997

  • 1111Rogers Video
    • Accounts Payable Clerk
      • May 1993 - Aug 1995

Education

  • The Institute for Advanced Financial Education
    CHS, Health Insurance Specialist
    2009 - 2010
  • Certified General Accountant of BC
    CGA, Accounting
    2002 - 2007
  • The Institute for Advanced Financial Education
    CLU, Advanced Estate Planning
    2004 - 2004
  • The Canadian Institute of Financial Planning
    CFP, Financial Planning and Services
    1997 - 1999
  • Simon Fraser University
    Bachelor of Arts (B.A.), Economics and Finance
    1991 - 1996
  • Burnaby South
    Highschool Diploma, Physical Sciences
    1989 - 1991

Community

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