Charitable Strategies
Make an impact and leave a legacy
Our legacy is who we are, every day, through big and small contributions - an expression of our values and relationships.
Our advisors will help you give back, make an impact, and fulfill your charitable objectives through a personalized charitable giving plan. There are strategies available to increase the impact of each dollar you give and to make this contribution tax efficient. There are different ways to give back. The solutions range from simple actions to detailed and complex strategies.
Our Approach
Charitable giving is used by many clients as a part of an overall planning strategy to significantly reduce their after-tax cost. We offer multiple strategy options to increase the impact of your hard-earned money and make each contribution tax efficient. Donor-advised funds, charitable flow-through strategies and gift-of-life insurance are all ways to create a bigger impact through giving. While you focus on supporting causes that are close to your heart, we’ll ensure your donations complement your overall wealth-management strategy. Working with us, you also have the choice of using ZLC Foundation as a convenient, efficient and flexible vehicle for your giving options. Charitable Registration #89747-6560 RR0001What Does This Mean for You?
People choose to give back to their community for many reasons. Different strategies are available to increase the impact of each dollar you give. Whatever your reasons for contributing, we ensure that your overall wealth-management strategy benefits you while simultaneously providing a meaningful and lasting impact on your community.%
of Canadians give to charity each year
%
of Canadians are aware that they can leave a charitable gift in their will (CAGP Foundation & Environics Analytics)
₂
CAGP Foundation & Environics analytics.
Source
KEY-BENEFITS
Reduced costs: Reducing your after-tax cost to donate and increasing the amount of giving for the same after-tax cost of a cash donation change to: Significantly reduce your after-tax cost to donate
Lasting legacy: You know your community best. Put your dollars where they’ll be most beneficial and directly help the charities that are meaningful to you.
Tax benefits: Our team of financial advisors can help you make the most of available tax credits.
NEED FINANCIAL ADVICE?
We're Here to help
You focus on benefiting organizations that are important to you—and we ensure you do so effectively and efficiently. Speak with a ZLC advisor today.
Contact
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.