Financial Advice, 
Expertly Tailored.

Protect and grow your wealth with expertly tailored advice.
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welcome

Why ZLC?

At ZLC, we specialize in serving Western Canadian business owners and their families. Preserving and growing your wealth are two sides of the same coin. We take an  integrated approach so you don’t miss any opportunities. We go beyond pre-packaged, off-the-shelf solutions. The advice we provide is always shaped by your unique circumstances, needs and goals. 

Your advisor is your main point of contact across the full, integrated picture. Someone in your corner you can trust over the long term. Providing the kind of high-touch service you can only get from a boutique firm.

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Solutions

How we can help

Whether you are nearing retirement and looking for continued income, a young entrepreneur with a desire for long-term growth, or somewhere in between, ZLC uses a team-based approach, bringing together the best players to help you achieve your financial goals.

Business Family Succession
Business Family Succession

Secure a successful future plan for your business

Charitable Strategies
Charitable Strategies

Make an impact and leave a legacy

Employee Benefits & Retirement Group Plans
Employee Benefits & Retirement Group Plans

Finding better solutions for your Employee Benefits and Group Retirement plans

Investments
Investments

Grow your wealth with expertly tailored investment solutions.

Life Insurance & Living Benefits
Life Insurance & Living Benefits

Peace of mind for you, your family and your business

Retirement Solutions
Retirement Solutions

Secure your retirement income by making smart choices today

Structured Settlements
Structured Settlements

Create a safety net for your future

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News

Latest Articles

Protect your client’s legacy

The Role of Life Insurance in Protecting Your Client’s Legacy

Protect your client’s legacy with corporate-owned life insurance. Ensure liquidity, minimize taxes and preserve wealth for future generations.

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ZLC Announces Howard Blank as Donor Ambassador

ZLC Financial is excited to announce that Howard Blank has joined their team as the new Donor Ambassador.

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ZLC Welcomes Advisors as New Shareholders

We are thrilled to announce that ZLC Financial has welcomed a group of advisors to its ownership group. This marks an exciting time for our firm and reinforces our commitment to growth, innovation, excellence, and outstanding client service.

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Maximize Your Charitable Impact

Explore innovative and tax-efficient ways to maximize your charitable contributions in Canada. Beyond the common cash donations, discover how gifts of property, publicly traded securities, and life insurance policies can offer significant tax benefits.

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Don’t Wait. The Benefits of Transforming Your Term Life into Permanent Protection RIGHT NOW…

Life is full of uncertainties, but your financial security shouldn't be one of them. You’re now in a place to consider...
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Need Financial Advice?

We’re here to help

There’s no better time than now to achieve more with your finances. When working alongside financial professionals with a long history of service in Vancouver, you can rest assured that your plan is working to meet your financial goals.

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