Meet the L.I.F.E. Team

An essential element in our approach is to ensure that our clients are informed about the products and services we offer, including their benefits, risks and fees. With over 40+ years of wealth management and financial services, we bring unsurpassed experience to the table and play an integral leadership role to all our clients as they embark on the phases of L.I.F.E.


Education: We include our designations in our titles to help clients better understand the depth of our experience. The length of time a person has been in the industry, their expertise and many educational courses are needed to obtain certain designations.


If an advisor represents that she or he has special expertise, or if an advisor tells you that he or she has a certain designation or certification, ask questions so you fully understand their background and expertise. We have invested a lot of our time and effort to earn some of the highest designations in our industry. Our experience and credentials allow us to provide a seasoned well rounded approach to your entire situation. 


The link here allows you to go to the CSI website to obtain more information on the designations that we have on our team.

Vicki Cook, B.Comm, CIM®, CIWM, FCSI

  • Portfolio Manager & Investment Advisor

    I am a Portfolio Manager who truly appreciates the opportunity to make a genuine and meaningful difference in the lives of the families I work with. When working collaboratively with my clients, I bring a solid perspective grounded on sound investment solutions based on my 17 years of experience, relevant education and extensive industry credentials, as well as an open and caring approach.


    I am committed to providing relevant and impactful solutions for my clients now and into the future. I believe that tax-efficient income, portfolio protection and moderate growth are the most important virtues of a successful financial plan. With a seasoned understanding of the needs of professional individuals, small business owners and people who are approaching retirement, I offer actively managed wealth management programs composed of diversified solutions tailored to each client’s individual needs. In other words, I focus on and help you manage what matters most to you.

  • Education & Credentials

    I believe it’s important to be well-educated in the complex environment of the financial services to ensure I can offer the best advice to my clients. As such, I have achieved several industry specific designations and licensing that includes a Level II insurance† license as well as the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI) designations. 

    This means I provide my clients with a variety of investment and insurance solutions in the context of their big picture, or L.I.F.E. plan. 


    I also have a Bachelor of Commerce degree with a specialty in Entrepreneurship from the University of Victoria, which not only helps me professionally, but also makes me acutely aware of the concerns of entrepreneurs in general – making it easy to work with other business owners.

  • More about Vicki

    When not advising our clients I spend my time at the ice arena helping out with my son’s hockey team. I started a competitive women’s volleyball league in Victoria, and I am active in operating and playing in the league. In the summer you will find my family and I out on our boat called the “Sea Link” enjoying what the west coast has to offer!

Jan-Delle Toker

  • Administrative Assistant

    I am the Administrative Assistant who joined the team in 2013. I brought with me a wealth of banking and financial experience from my previous career. I spent 15 years as a Customer Service Specialist in the banking sector which provided me a great deal of knowledge and experience in taking great care of clients. 


    Today, I especially enjoy the opportunity to work with a select number of families where I can really get to know them and deliver the exceptional service I know they expect and deserve. Whether it is answering the telephone, booking appointments, opening new accounts or helping you navigate your accounts online – I am here to help.

  • More about Jan-Delle

    In my spare time, I enjoy taking my children to their different sporting activities, such as soccer and volleyball. I really enjoy participating in their various school events throughout the year. In the fall & winter months, I help run and play in a competitive women’s volleyball league.

Ron Zwicker, BA, B Ed., CIM®

  • Portfolio Manager & Investment Advisor

    I am a Portfolio Manager who has been in the financial industry since 1986. I have been thoroughly committed to providing life-changing investment advice and wealth management solutions to my clients for over three decades. Throughout this time, I have had what I call ‘a front row seat’ in witnessing the impacts of providing quality advice based on a true understanding of my clients, which is one of the things that make me equally passionate about what I do today. With access to even better wealth management solutions today (when compared to those of 30 years ago), I am genuinely excited about continuing to make a meaningful impact on the lives of my clients -- that will affect generations to come.


    Over the life of my career as an Investment Advisor, I have also witnessed a broad range of economic, market and political circumstances – all of which can profoundly affect my client’s short, medium and long-term goals. This industry has many factors beyond anyone’s control and we tend to be emotional about our money. It is very important to me that each of my clients has a well-defined portfolio tailored to their unique needs is reviewed and monitored on a regular basis – to provide peace of mind.

  • Education & Credentials

    Over the years, I have taken several courses to ensure I am current and up-to-date with investment solutions so I can best serve my clients. This includes being security and option licensed in both Canada and the United States. I’ve also earned the CIM® (Chartered Investment Manager) and ICBC Insurance License.


    I graduated from the University of Alberta with a Bachelor of Arts Degree and Bachelor of Education Degree. Although I’m not a teacher in the ‘traditional’ sense, I am able to provide a fundamental understanding of money to my clients so this often over complicated area is easier for them to understand.

  • More about Ron

    I come from a prairie background, growing up in Saskatchewan, Manitoba and Alberta before moving out to the beautiful West Coast in 1986. In fact, it was here on the West Coast that I began my career as an investment Advisor.


    I enjoy all of the outdoor activities the West Coast has to offer. I especially look forward to annual kayaking and camping trips with my family which have become an important family tradition. In addition, I also use my spare time to enjoy boating and trying (as always) to improve my golf game. During inclement weather, I enjoy a good game of squash.

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Maureen and I worked very hard to make our money. We certainly know how to spend the money but uncertain how to invest it.  We have been with Vicki, Ron and Jan-Delle for approximately 15 years and they take a genuine interest in us and our lifestyle.  Their expertise and attention have really impressed us and the advice they give us is really appreciated.  We also value the friendship we have with them.

Maureen and Ron C. – Edmonton, AB

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