Protect your client’s legacy with corporate-owned life insurance. Ensure liquidity, minimize taxes and preserve wealth for future generations.
On January 29, 2025, ZLC Financial hosted its annual Estate Planning Seminar at the Terminal City Club in Vancouver.
ZLC Financial is excited to announce that Howard Blank has joined their team as the new Donor Ambassador.
We are thrilled to announce that ZLC Financial has welcomed a group of advisors to its ownership group. This marks an exciting time for our firm and reinforces our commitment to growth, innovation, excellence, and outstanding client service.
Explore innovative and tax-efficient ways to maximize your charitable contributions in Canada. Beyond the common cash donations, discover how gifts of property, publicly traded securities, and life insurance policies can offer significant tax benefits.
Life is full of uncertainties, but your financial ...
In a recent development, the Canadian tax planning ...
In today's fast-paced world, unforeseen health ...
Dan Eisner,
Advisor, ZLC Employee Benefits ...
Dan Eisner,
Advisor, ZLC Employee Benefits ...
We had the pleasure of hosting our Estate Planning ...
By Nancy Pereira,Advisor, ZLC Employee Benefits ...
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