Collin Zwickel
Portfolio Manager & Wealth Advisor
Because life’s biggest financial decisions are rarely just financial
Some of life's greatest lessons come from the challenges we never expect to face—and long before helping clients navigate uncertainty, Collin Zwickel learned what it meant to face it himself. Through setbacks, recovery and achievements that once seemed unimaginable, he developed a deep appreciation for the power of taking one step forward even when the path isn’t clear. That perspective shapes everything about how he works today. For Collin, clients are more than the people he serves—they’re families he stays close to and supports through every stage of their financial lives.
Big change calls for big challenges—and bigger heart.
“I know what it means when someone shows up for you at the right time. You don’t always realize the impact you can have on a kid, but it stays with them long after. That’s what Happy Kids Foundation is about. Showing up for kids who need it most and doing something big enough to actually move the needle. One mile at a time.”
—Collin Zwickel, Senior Investment & Wealth Advisor
When Collin reached a point in his career where he felt he had the ability to create real change, he didn’t just want to write a cheque. Instead, he wanted to build something that could last. Inspired by the Japanese concept of Misogi, he took on one incredibly difficult challenge each year that had a real chance of failure. By pushing the limits of what is mentally and physically possible, Collin has turned personal resilience into a driving force for meaningful change. With 100% of proceeds going to local charities that support the health and well-being of children, the challenges have already raised over $200,000, with the goal of reaching $1 million.
In 2023, he completed his first milestone event: running three back-to-back marathons from Vancouver to Whistler, covering over 125 kilometres and 2,200 metres of elevation over 18 hours straight.
- Mind Over Miles: The secret to achieving the impossible | TEDx
- Sea to Sky stamina: Vancouver man to run 122km from Vancouver to Whistler | DH News
In 2024, he took on the Great World Race: seven marathons on seven continents in seven days.
Collin was also recognized at the 2024 Zajac Nights Gala with the “Raising the Bar” award for his fundraising efforts and commitment to supporting children in need across British Columbia.
Charity involvement
The Happy Kids Foundation
The Happy Kids Foundation channels extraordinary endurance challenges into direct support for children in British Columbia.
Zajac Ranch for Children
The Zajac Ranch is a fully inclusive summer camp that prioritizes accessibility for children with medical conditions and disabilities.
Backpack Buddies
Backpack Buddies delivers bags of food to thousands of British Columbia’s most vulnerable children, ensuring they have the meals and snacks they need to last the weekend.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
The principles of our practice: What we don’t do
We don’t lose touch
Relationships don’t end once a plan is in place. We stay connected through regular reviews and ongoing conversations, because your life—and your financial plan—will continue to evolve.
We don’t recommend what you don’t need
Every recommendation starts with your goals, not a product. As fee-based advisors, our focus is on providing advice that aligns with your best interests.
We don’t speak in jargon
Financial planning shouldn’t feel overwhelming. We believe complex ideas can be explained clearly, giving you the confidence to make informed decisions.
We don’t stand still
Markets evolve, and so do we. We continually refine our approach to ensure our advice reflects today’s opportunities—not yesterday’s thinking.
We don’t leave things to chance
Thoughtful planning means preparing for the expected while staying ready for the unexpected. We build strategies designed to provide clarity and confidence through changing circumstances.
We don’t look at one piece of the puzzle
Your financial life is about more than investments. We take a comprehensive approach that considers tax efficiency, estate planning, risk management and legacy goals to help bring every piece together.
Client Testimonial
“Collin reached out to me over the phone – I normally don’t take calls but I’m glad I took this one. He caught me at the right time as I was transitioning out of my business. Reflecting back to my early dealings I was most impressed with Collin and his team by the level of detail, professionalism and communication. Fast forward to today, Collin continues to push the service bar higher where it seems like he’s always one step ahead making things really easy for my family and I.” –Brian
Client Lounge
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