Zach Moffat Email & Phone Number

Zach works to help young adults and their families create actionable financial plans, safeguard against risks to their financial health, and overcome the complexity of retirement planning, allowing them to live comfortably into retirement.Zach first started at Gilbert Wealth Management in 2008 as a part-time assistant eager to learn the industry. After pursuing other full-time work opportunities and education, Zach completed his BBA at Thompson Rivers University in 2019 and will be graduating with his MBA from Athabasca University in May of 2022. Zach currently holds his Canadian Securities Certificate and his LLQP insurance license, with the goal of obtaining the Certified Financial Planner designation.A Kamloops native, Zach has always been an active participant and volunteer for local sports. Zach’s passion for youth sports was rekindled in 2019, when he was appointed President of the Kamloops Ball Hockey Association, aiming to create an affordable and sustainable youth hockey experience. Weekends he can be found at the rinks scouting amateur hockey or with friends enjoying game nights.You may contact me directly on Linkedin.

Listed skills include Retail Sales Experience, Administration Jobs, Sales Management, Statistics, and 7 others.