Kirk Dzaman
About me
Kirk has been a financial advisor since 2005 and is currently Managing Partner at NextLevel Financial. Holding a designation as Elder Planning Counselor (EPC), he understands the needs of clients as they mature. He recognizes that desires and concerns evolve with time, and his advice is always tailored to leave you in control of your finances.
Kirk's practice revolves around solid, long-term relationships. The focus is always on increasing and protecting your bottom line. His clients benefit from excellent communication, easy-to-understand explanations, and proven results. Most of his clients come from referrals, which is a testament to the quality of advice and service he provides.
Kirk lives in Chilliwack with his wife and three children. He loves contributing to his community, currently serving on the Board of Chilliwack Economic Partners Corporation and the Cultus Lake Park Board. He is also part of an Advisory Group that strengthens service in the financial industry.
Contact meAbout my team
Kirk is part of a great team at NextLevel Financial.
Rachel Murray – Client Service – Your key contact for appointments and general inquiries
Jodi Bethune – Manager of Administration – Your primary contact for administrative tasks, such as account details and documentation
Derek Warren – Licensed Assistant - Supporting your financial planning needs along with your Primary Advisor
Tara Leblond – Licensed Assistant – Administrative support and advisory client services
Brooke Ellis – Administrative Assistant – Administrative support, assisting with client services
Laura Dolby – CGA, Tax Specialist, Payroll, Bookkeeping
Craig Lehr – Tax Specialist (Income Tax Season)
Lise Cloutier – Tax Specialist (Income Tax Season)
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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January 14, 2025 - Podcast
Financial resolutions for 2025 -
January 10, 2025
Our 2025 outlook -
January 7, 2025 - Podcast
Our markets outlook for 2025 -
December 27, 2024 - Podcast
Our economic outlook for 2025
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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