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

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

Secure your retirement income by making smart choices today

Structured Settlements
Structured Settlements

Create a safety net for your future

News

Latest Articles

What To Do For Employees When They Leave

Dan Eisner, Advisor, ZLC Employee Benefits Solutions We are living in unprecedented times with record unemployment...

Practical Strategies to Preserve Capital in the Face of Volatility

By Brent Davis, Financial Advisor There is no question that rising interest rates and inflation has been alarming....

2023 Summary of Contributions & Benefits

By Nancy Pereira, Advisor, ZLC Employee Benefits Solutions Please find ZLC Employee Benefits Solutions’s annual...

Wayne Gretzky and Employee Benefits

Dan Eisner, Advisor, ZLC Employee Benefits Solutions You may ask yourself, what do employee benefits have to do with...

Important information about Employment Insurance (EI) Changes

Maximum EI benefit increases from 15 weeks to 26 weeks effective December 18, 2022 Fab Biagini, Advisor, ZLC Employee...
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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.