Meet the Team

Pinkowski Wealth Management is one of Canada’s leading investment teams

Lori Pinkowski, 

CIM
Senior Portfolio Manager
Senior Vice President

Lori Pinkowski and her team have a passion for exceeding your expectations and ensuring you are on track to meet your financial goals. She has a strong commitment to her clients’ well-being and believes in the simple philosophy of “say what you do and do what you say”. We create personalized portfolios with a strong focus on risk management, that have achieved long term stable returns, allowing our clients to sleep at night. Our top priority is to protect and grow your wealth while having the ability to guide you in all things financial through each stage of your life. We go above and beyond for you and your family.

With over 20 years of experience in the industry, Lori became a portfolio manager in 2009 and she has always focused on helping people retire with confidence while encouraging them to enjoy a happy and fulfilling retirement. Having this depth of experience gives her the ability to make efficient decisions for her clients’ portfolios on a daily basis, so they don’t have to worry about their investments. She is dedicated to finding smart solutions for clients in all aspects of their financial situation and feels strongly that it is important to keep clients informed and up to date on their progress.

Lori is proud that her team is one of the leaders in the financial industry and that they are making a difference in the lives of their clients. She has been recognized for numerous achievements within her firm and this is a direct result of her enthusiasm for servicing clients while always putting their needs first and foremost.

She has one of the top weekly radio shows in Vancouver, Making Cents of the Markets, every Wednesday at 8:40am on CKNW 980AM which began over 10 years ago. It’s focused on providing timely insight on market conditions and giving investors straight up advice they can use. Lori also writes for numerous publications including her regular column in the North Shore News since 2001 and regular contributions to Business in Vancouver along with The Sun, Province, National Post and more. She has also appeared on Global News where her opinion has often been sought, especially when investors are searching for a voice of reason during turbulent times.

Lori has been recognized with many industry awards for building one of the most successful investment practices in Canada and also for her dedication to the Vancouver community through various charity and educational endeavours. These include:

Accolades
• Investment Industry Association of Canada (IIAC) Top Under 40
• Business in Vancouver’s Top 40 under 40
• Enterprising Women of the Year Award Winner
• Wealth Professional Canada’s Women of Influence

Charities
• Ronald McDonald House
• CKNW Kids’ Fund
• BC Children’s Hospital
• North Shore Crisis Services Society
• Music Heals
• ALS Cycle of Hope
• BC SPCA
• Canadian Cancer Society

Lori enjoys spending time in the Okanagan and Whistler with her husband Nick, her young son Luca as well as her two French bulldogs, Pinky and Franky. She has travelled to over 45 countries and speaks German fluently. Her hobbies include working out, skiing and most of all… driving on the track! She obtained her professional racing license in 2012 and feels it has helped her gain even more of an advantage when managing her clients’ portfolios. “When driving on the track you need to be prepared for what’s around every corner – even if you can’t see it coming. It’s imperative that you can make quick yet calculated decisions – while behind the wheel or in the markets.”

Martin Danielak, 

CFA
Portfolio Analyst

Martin works to analyze all portfolio investments for our clients. He is passionate about studying and understanding markets to offer best-in-class investments and educate clients on effectively managing risk. He works closely with Lori to make decisions on the portfolio and is responsible for market-related communication to clients.

He began his career in wealth management at Richardson GMP in 2012 after receiving his Honors Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario. He has also attained his Chartered Financial Analyst (CFA) designation and has a fiduciary duty to act with care, honesty and good faith, and to always put clients’ interests first. Martin truly understands that our clients’ trust and loyalty are of the highest importance and acts in a manner to enhance investor confidence.

Martin enjoys many outdoor activities such as cycling, hiking, and snowboarding and he always takes advantage of good weather in Vancouver.

Andrea Griffin, 

BBA
Marketing & Administrative Assistant
Lori Pinkowski

Andrea provides excellent service to many of our clients, in addition to being the executive assistant to Lori Pinkowski, the lead portfolio manager on the team. She helps organize client events, is responsible for maintaining our media relationships and acts as a liaison for our multiple appearances through radio, TV and print.

Andrea attended Capilano University where she graduated with a Bachelor of Business Administration. During her tenure at school, she studied international business and had the opportunity to study abroad in Hertfordshire, England. Before entering the wealth management industry, Andrea worked in tourism for over three years at the Britannia Mine Museum where she gained valuable communication and customer service experience. She has now been with the team for over four years.

Andrea loves to travel and enjoys spending time at the beach as well as hiking around Vancouver.

Marina Zlomislic, 

MA
Administrative Assistant

Marina is an assistant to the Financial Advisors of Pinkowski Wealth Management in addition to providing any assistance needed within the team. She acts as a point of contact for clients and is devoted to ensuring they are all well-supported. Marina also helps organize client events and manages the team’s online media presence.

Marina’s background and experience in communication and customer service is extensive. As a Master of Arts graduate from the University of Leeds in England, she specialized in international communication and media management. Prior to working in the wealth management industry, Marina spent over four years developing her skills in customer service and sales with a strong focus on customer relations.

Marina is an exceptionally dedicated dancer and dance teacher with a passion for travel.

Harel Tal, 

BA
Associate Investment Advisor

Harel works closely with Lori and Martin monitoring client portfolios, executing trades, assisting in the preparation of financial plans and financial reviews. Prior to joining the Pinkowski Wealth Management team, Harel began his financial services industry career working in mutual funds; supporting advisors with trading and servicing their every day client needs. His appetite for knowledge and self-starter mentality is quickly making him an invaluable team member. Harel is committed to providing client-based solutions and contributing to the development of the team’s investment strategies.

Harel received his Bachelor of Arts degree from the University of British Columbia in 2016, with a focus in Economics. He is a Registered Representative and is working towards completing his Certified Investment Management (CIM®) certificate.

Harel is a sports enthusiast, he enjoys spending his free time at the gym, as well as travelling and enjoying time with friends and family.

Zeshan Jamal, 

CFP
Financial Planner
Lori-Pinkowski---Zeshan-Jamal

Zeshan works closely with Lori in preparing and executing custom financial plans for clients. He loves working with individuals to implement a plan that helps them achieve their financial goals from retirement to estate planning. Prior to joining the team, Zeshan came from an independent financial planning firm where he worked with high-net worth individuals, families, and corporations.

He graduated from the British Columbia Institute of Technology (BCIT) with his Diploma in Accounting and achieved his Degree in Accounting from Douglas College.  He has his Certified Financial Planning (CFP) designation which means he takes the utmost care in how he communicates and takes a holistic, personalised approach to bring all the pieces of a client’s financial life together.

Zeshan enjoys walking his two west highland terriers, Milo & Lily, and watching and cheering on his favorite team, the Vancouver Canucks.

Cindy David (External Partner), 

CFP, CLU, FEA, TEP
Senior Estate Planning Advisor

Cindy is the President and Estate Planning Advisor of Cindy David Financial Group Ltd. She works with business owners in BC and retired or retiring clients, where her firm provides tax-effective solutions and expertise, and tailors customized, personal financial planning services to meet the life goals of her clientele. Cindy has worked closely with Pinkowski Wealth Management for over 10 years in providing our clients with exceptional financial and estate planning services.

Cindy is a leading Canadian financial expert and trailblazer in her industry. She’s known for her passion, creative thinking, and determination to influence positive change. She transformed a traditional corporation’s employee-employer relationship into a modern structure that provides better benefits to both; and she actively supports women to achieve their dreams of entrepreneurship. She co-authored Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery, a guide to help Canadian investors regain their footing after the financial meltdown of 2008. Currently, Cindy serves on three boards; current Chair of the Conference for Advanced Life Underwriters (CALU), and as a general director for the National Board for Junior Achievement and the Insurance Council of British Columbia. In these roles, she works to help small business owners in Canada, advocate for women, and support youth to become financially literate. A Type I Diabetic, she actively fundraises for juvenile diabetes research. She also sits on two advisory boards; Advisors Edge and Advantage BC. Cindy has also been recognized as one of Canada’s Top 100 Most Powerful Women of 2020.

On top of it all, Cindy is also a devoted mother of two teenagers, and an avid UFC fan who loves balancing work with weight lifting at the gym and spending time with friends and family.