Jack J. Shaffer,
BA, CFP, CLU, Ch.F.C.
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 Group (formerly Zlotnik, Lamb and Company), 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 the ZLC Financial Group.
Jack 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. 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.
Jack has also graduated from UBC’s prestigious Family Enterprise Advisor Program.