Our Decades of Experience.
Your Lifetime of Security.

Discover how to maximize your financial well-being and achieve peace of mind.

welcome

Why ZLC?

ZLC Financial and it’s related affiliates has been a trusted provider of custom financial solutions – providing peace of mind to high net worth individuals, families, successful business owners and entrepreneurs. With a boutique approach to financial services, we ensure every client receives customized, long-term attention and planning. Our dedicated team of passionate , caring professionals works with you to assist in achieving your specific goals—not just today, but for years to come.

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

Estate Planning
Estate Planning

Helping you protect and transfer your wealth

Integrated Financial Planning
Integrated Financial Planning

Personalized financial plan to secure your financial future

Investments
Investments

Make your money go further

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

News

Latest Articles

Employee Benefits Inflation Projection for 2023

Dan Eisner,Advisor, ZLC Employee Benefits Solutions Inflation has always been and continues to be a significant issue...

Highlights from ZLC Financial’s Fall Professional Services Seminar

SEMINAR: Key Considerations for Structuring Shareholders' Agreements On October 19th, we were delighted to return to...

Staying Confident About Employee Benefits Plan Costs

Staying Confident About Employee Benefits Plan Costs

Finally Ready To Travel? Here’s Your Reminder About What You Need To Know About Your Coverage Before You Go.

By Fab Biagini and Nancy Periera As we enter the summer months, with pandemic restrictions easing after over 2 years,...

Should You Give Employees What They Want or What They Need?

Dan Eisner, Advisor, ZLC Employee Benefits Solutions When we ask employers why they include employee benefits as a...
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.