Farzin Remtulla

CPA, CA, CFP®, TEP
Partner
Wealth Advisor
604.688.7208
Ext. 294
LinkedIn
APPROACH

Farzin brings to ZLC his wealth of knowledge in the areas of estate planning and business succession. This knowledge along with his years of tax planning experience, enable Farzin to understand the investment objectives and life insurance needs of clients and implement financial planning strategies in a tax efficient manner. As a Chartered Accountant, Farzin works closely and effectively with accountants, lawyers and other advisory team professionals to ensure the smooth implementation of all recommendations.

SPECIALIZES IN

Prior to joining ZLC, Farzin had a successful career in public accounting where he specialized in personal, corporate and trust income tax matters. He most recently served as a Senior Tax Manager at a national accounting firm where he advised businesses and their owners on tailored strategies to reduce their overall tax burden and maximize wealth.

WHAT YOU MIGHT NOT KNOW ABOUT FARZIN?

In 2002, Farzin earned a joint degree in Economics and Business with concentrations in Accounting and Finance and in 2005 achieved his designation as a Chartered Accountant. Farzin has also completed the Canadian Institute of Chartered Accountants (CICA) In-depth Tax Program, the CICA Advanced Tax Issues for the Owner-Managed Business course and the CICA course on Advanced Corporate Reorganizations.

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.
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