Jack Shaffer BA, CLU, CH.F.C.

Corporate and Personal Estate Planning Specialist

Jack was born and raised in Vancouver, and graduated from the University of British Columbia in 1967 with a Bachelor of Arts degree in Economics. After working for the Royal Bank of Canada for one year, he entered the life insurance industry in 1968. Since that time he has been an agent, general agent, manager and independent broker. In 1986, he joined ZLC Financial, and for the next 14 years was Director of Professional Services.

In August 2000, Jack joined a large, national Managing General Agency, The Pinnacle Brokerage Group as Vice-President of Advanced Marketing. In this role, he was responsible for assisting over 1,000 brokers as, well as several investment firms, in completing or structuring sales using highly technical financial strategies. Upon the sale of The Pinnacle Brokerage Group in 2003, Jack became a principal in Pinnacle Partners Financial Services which offered sophisticated financial and estate planning to individuals and corporations as well as providing marketing support and resources to select independent brokers working in the advanced and high net worth market.

In July 2009, Jack returned to ZLC Financial where he was co-director of the Business Family Succession Division and, more recently, Director of Education.  In addition, from 2009 to 2015 he was also the Advanced Case Consultant for Barrington Wealth Partners.

In March of 2018, Jack left ZLC Financial and entered into a strategic consultancy arrangement with IDC Worldsource as an Advanced Case Strategist.  In this role, Jack works jointly with other advisors with more complex estate planning and corporate business cases.

Jack is a graduate of the Family Enterprise Advisor Program given by the Sauder School of Business at UBC. He has lectured extensively to professional groups including the B.C. Institute of Chartered Accountants, as well as individual accounting and legal firms. He is co-author of, and has been instructor for, both the introductory and advanced life insurance courses for the Canadian Institute of Chartered Accountants. He often is called upon to provide expert opinion or testimony in legal disputes involving life insurance or advisor conduct.

Jack has addressed many insurance industry meetings in both Canada and the U.S., including the Million Dollar Round Table, Top of the Table and the Conference of Advanced Life Underwriting.