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

2024 Summary of Contributions & Benefits

By Nancy Pereira,Advisor, ZLC Employee Benefits Solutions Here is ZLC Employee Benefits Solutions’ annual Summary of...

Travelling abroad this holiday season? Refresh yourself on what your emergency medical coverage covers you for—and what it doesn’t!

Fab Biagini Advisor, ZLC Employee Benefits Solutions If you are lucky enough to be planning a trip outside Canada over...

Employee Benefits Inflation Projection for 2024

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

Obesity in Employee Benefits: It’s a Cost Either Way

Dan Eisner, Advisor, ZLC Employee Benefits Solutions   Employee benefits plan sponsors are faced with a dilemma...

What’s Next With Ozempic – And What We All Need to Do

Dan Eisner, Advisor, ZLC Employee Benefits Solutions   In May 2023 I wrote an article about the brand name drug,...
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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.