Investments

Grow your wealth with expertly tailored investment solutions.

Grow your wealth with expertly tailored investment solutions. Our approach is sophisticated and steady-handed. We invest like business owners, not market speculators. And unlike many other wealth advisors, we’re not restricted to our own proprietary products. ZLC is focused on meeting the needs of business owners and their families. We consider the full, integrated picture from increasing your wealth to protecting what you have to optimizing your charitable giving.

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Our Approach

We sit down with you to specify a target asset allocation based on your current situation and long-term plans. We monitor the performance of each investment, have a rigorous due-diligence process, and are passionate about designing investment solutions matched to your life plans.

What Does This Mean for You?

While you enjoy your life and spend time with your loved ones, we take care of your investments—growing your money through a variety of strategies and products our experts have chosen specifically to meet your goals. You can live worry-free, knowing we’re hard at work to maximize your wealth.

more in savings can be expected when working with advisors for 15+ years, compared to those who don’t receive financial advice.

of investors say their advisor helps them save

of investors feel more positive about their financial future because they took a step to invest

of investors that use a financial advisor report having a positive sense of well-being

KEY-BENEFITS

Independent advice: Because we are independent, our clients benefit from best-in-class managers that provide outstanding long-term investment returns.

Deep relationships: Our foundation is built on the close relationships and trust that we have with our clients. You can have confidence in our commitment to personalized service and regular communication.

Stress-free investing: Our team of experts' deep industry knowledge and broad expertise allow them to build tailored wealth-management solutions. We hold ourselves to the highest professional standards, always acting in the best interests of our clients.

Additional investment solutions are offered through our affiliate ZLC Wealth Inc. Mutual funds are offered through Monarch Wealth Corporation. Mutual funds are sold through Monarch Wealth Corporation. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus/fund facts before investing.

NEED FINANCIAL ADVICE?

Contact

604.688.7208

[email protected]

ZLC Financial Inc.

Vancouver Office
1200–666 Burrard St
Vancouver, BC
V6C 2X8

Calgary Office
2809 - 350 7th Avenue SW, Calgary, AB,
T2P 3N9

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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.