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.