Collaboratively working with you to better serve your clients
ZLC has earned the trust and confidence of lawyers, accountants, bankers and other professional advisors that we’ve partnered with for over 75 years.
Let’s Work Together
How do we usually work in a partnership?
Funding Buy-Sell Agreements
You can’t predict the future, but you can plan for it. We work with you to arrange funding for your client to ensure that the solution aligns with their shareholders agreement.
Integrated Financial Planning
Every piece of the puzzle is crucial. This is why we work with accountants and our in house tax specialists to understand the full picture of each client’s financial situation.
Partnering with you to effectively fund capital gains tax on death for your client.
Other Partnerships Include
Flow Through Transactions, Immediate Financing Arrangements, Shareholders’ Agreements, Trusts, and much more!
What Makes Us Different
Independence and creativity to better serve our clients
Through constant monitoring of the market, understanding and adapting to unique cases and working in our clients’ best interests, our advisors follow a well-defined and rigorous process to ensure we provide the best possible planning solutions. It’s simple—we keep our clients informed and ensure we add value to their strategies every step of the way.
Legacy Brand & Proven Track Record
ZLC is made up of talented individuals who work seamlessly with your team, ensuring a smooth implementation of all recommendations.
- We look at the entire financial picture to find a solution that works for your client
- We have the experience and expertise to provide solutions for complex financial situations
- Your client has estate taxes to pay at death; we have the solution that works for your client’s comfort level and need.
Our resources centre is built by our team of industry leaders for professional advisors
Working in Collaboration with Accountants
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