Who We Are

Concierge Financial Services

With a solid record serving the Greater Vancouver community, we’ve earned a reputation of excellence, quality and professionalism— being a go-to boutique financial services firm for high-net-worth individuals.

Expertise

A company built on relationships and the trust of our clients

We are a team of qualified professionals at the top of the game who thrive on creating a better environment for everyone around us and the community. Our diversity of backgrounds, depth of experience, passion and commitment serves to ensure each client receives quality advice.

Vision & Mission

Trusted financial advice and personalized service

At ZLC, our goal is to inspire people to go further with their finances. We believe our clients make the best decisions when they have been given the most comprehensive expert advice possible. We believe in the full picture, so we take a holistic approach to wealth management. ZLC’s advisors work with you to align your financial future with your specific personal, professional and financial goals.

Story

Providing independent advice since 1946

ZLC Financial traces its origins back to 1946, when co-founder Harold Zlotnik first entered the life insurance business. Harold had the vision to recognize that his clients would be better served if he became an independent agent. It was this innovative thinking that led to the creation of ZLC Financial. Today, the company preserves Harold’s legacy as a business founded on the belief that advice is only as good as the person you ask.

Testimonials

What do they say about us

A word that comes to mind when I reflect on the process: trust.

Justin L. Segal

Client since 2020

We chose ZLC because of the people. It’s the fact that when I meet with someone from ZLC, I trust that they understand our situation, they know the size of our company, and they have experience as to what will work for us and what won’t.

Jeffrey Goldberg

Client since 1997

My family and I have been working with ZLC for about 30 years and we couldn’t ask for a more reliable company to take care of our financial needs. Their experience, knowledge, and personalized service bring peace of mind for me and my family.

Bob Orr

Client since 1992

A word that comes to mind when I reflect on the process: trust.

Justin L. Segal

Client since 2020

We chose ZLC because the people. It’s the fact that when I meet with someone from ZLC, I trust that they understand our situation, they know the size of our company, and they have experience as to what will work for us and what won’t.

Jeffery Goldberg

Client since 1997

My family and I have been working with ZLC for about 30 years and we couldn’t ask for a more reliable company to take care of our financial needs. Their experience, knowledge, and personalized service bring peace of mind for me and my family.

Bob Orr

Client since 1992