10 Reasons to Join ZLC

10 Reasons to Join ZLC

These are exciting times at ZLC Financial. Our clients receive best-in-class advice, no matter the scope because our advisors lean on the expertise available across our wide spectrum of products, team members, services and experience. All the fundamental resources needed to run an effective, compliant, efficient, and holistic practice are provided.
We recently asked our team of Associates “Why ZLC?” and were humbled by what they had to say.

Powerful network of talented professionals – ZLC’s Associates are the driving force behind our continued growth and success; our team of industry leaders are amongst the top minds within their respective fields of service.

Holistic approach to wealth management – At ZLC, we believe in the full picture. Our proprietary financial planning process integrates both corporate and personal assets to create custom solutions that align our clients’ specific financial, personal and professional goals.

Exceptional technical support & resource center – Our technical support and resource team is an in-house toolbox of advanced case discussions & analysis, product evaluation, quoting & illustrations, technical reporting & recommendations. At ZLC, we believe clients make the best decisions when they’ve been given the most comprehensive expert advice possible.

There is flexibility to perform – Truly independent, each Associates’ practice is unique to them. By enabling our team with the freedom & flexibility to perform, our Associates can be true entrepreneurs, providing clients with the best solutions in the market.

Commitment to local charitable and community organization – One of ZLC’s most central objectives is to maintain a relationship with the community around us, and give back significantly to charitable organizations. We are so proud of our Associates and Staff who also lead by example, dedicating their own time, resources and energy to supporting the communities in which we live.

Culture built on collaboration and innovation – Our advisors have built a culture of learning from each other, sharing ideas and innovative strategies. They lean on the expertise available across our wide spectrum of team members, services, experts and experience so that our clients ultimately benefit from an offering that is second to none in the industry.

70 years of excellence, quality and professionalism – As one of Vancouver’s oldest boutique financial services firms, ZLC is uniquely lucky to have such a rich history and longstanding reputation of our commitment to excellence within the Vancouver community.

Support through resources and development – ZLC’s leadership team is committed to providing the best possible support to our Associates through Sales Training, Continuing Education Development and Educational Seminars, and Networking opportunities.

Empowerment and recognition – Fundamental to the success of our organization is the diversity of backgrounds, depth of experience and specialized knowledge that our team members bring to the table. ZLC equips Associates with the necessary tools, infrastructure and resources to allow each member to maximize their talent, share and learn from the success of those around them, and focus on what they do best.

Passionate group of self-starters at the top of their game – We’re expanding our dynamic team of industry leaders. Interested in growing your business alongside a group of passionate self-starters at the top of their game?

Reach out to John Lutrin, ZLC’s President.

#thisisZLC

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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.

ZLC Wealth Inc. (ZLC Wealth) is a registered portfolio manager and exempt market dealer. Quintessence Wealth (Q Wealth) is a partnership that is owned by its partners, including ZLC Wealth. Q Wealth is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth and ZLC Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth and ZLC Wealth to engage in trading activity.
In becoming a partner firm of Q Wealth, ZLC Wealth intends to surrender its registration as Portfolio Manager and Exempt Market Dealer and only provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others to its clients.
As a client of Q Wealth, you may receive services from both Q Wealth and ZLC Wealth. Only individuals approved as advising representatives and dealing representatives are permitted to give investment or trading advice (Securities Advice).
ZLC Financial Inc. (ZLC Financial) owns 100% of ZLC Wealth. It provides services through licensed insurance agents, brokers and sales representatives. ZLC Financial may separately provide insurance and other advice or services, including related financial, tax, estate, and retirement planning services. These services are provided solely by ZLC Financial.
Both ZLC Wealth and ZLC Financial do business under the trade name ZLC.
Q Wealth Partners is a registered trade name of Quintessence Wealth. Please visit www.qwealth.com for more information.
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