Insurance & Retirement
“The best investment choice our company could have made…”
“ZLC showed us how to take advantage of financial opportunities…”
“Has put me on the right track”
“I was just about to retire and had to do something with my pension plan at work. Because of our discussion, I realized the lack of service I was getting from my previous financial advisor. I need to be able to trust my advisor, since I’m basing my future lifestyle on their recommendations, and it’s important to me to feel rapport with the person I’m doing business with.
I decided to transfer both my pension and RSP to Heidi, and she has put me on the right track. Heidi looks out for my interests, tells me about new things that are available to me, invites me to seminars, reminds me to come in for regular reviews and is very accessible for me to call or come in and see.
I never feel stupid calling her. There’s no question that Heidi has met all my expectations, and I’m now trying to get my two sons in to see her, so she can get them and their families on the right track as well.”
– L. Woodward
Testimonial for ZLC Associate Heidi Pullem
“Have been working with ZLC’s Employee Benefits division for 15 years…”
“Coast Hotels & Resorts has been working with ZLC Financial Group for the past 15 years and we are very pleased with their expertise and service received by them on our Employee Benefit Program. I have personally been working with ZLC Financial Group, in particular Bob Olson and Nancy Pereira, for the past 7 years and have been impressed with their proactive approach to our needs and corporate changes. I would not hesitate to recommend ZLC Financial Group’s Employee Benefit Division team to other employers.”
- Lissa-Maria Pietracupa C.H.R.P.
Vice President People & Culture
Coast Hotels & Resorts
“ZLC has consistently surpassed our toughest questions and concerns…”
“Mr. Lube Canada enlisted the services of ZLC Financial in March 2008 to manage the national employee benefits program for our corporate office and franchisee system.
Over the past three years, ZLC Financial has been extremely responsive to our needs and has consistently surpassed our toughest questions and concerns. They came to the table with strong problem solving abilities and have provided the highest service levels and flexibility to meet our needs.
ZLC Financial is a great partner of Mr. Lube Canada’s, with the key to their success being in their knowledgeable and highly trained people. ZLC’s benefit division possesses excellent communication skills, care and concern for our employee programs.
Their proactive business approach to administering our benefits and group RRSP program have surpasses our expectations of service. As Mr. Lube Canada continues to grow, we look forward to many great years ahead with a strong partner, ZLC Financial.”
- Diane Campbell
Director, Human Resources
Mr. Lube Canada