Pip Steele

P.M (Pip) Steele

CFP (1996-2018), CLU, CHFC
604.688.7208
LinkedIn
Pip has assisted both plaintiff and defense counsels in a multitude of structured settlements. His involvement includes the design of structured settlement options, assisting counsel in negotiating a settlement, and meeting with the injured party and advisors to explain the advantages of a structured settlement. He has appeared in court as an expert in Structured Settlements.

Pip Steele received his BCOM Finance from UBC in 1969 and spent 13 years in the corporate sector as a senior officer/director of an integrated financial services and real estate conglomerate including seven years as the Chairman and President of a CDIC insured Trust and Loan Company. Pip joined ZLC Financial in 1985.

Pip specializes in structured settlements, and retirement and estate planning. He has lectured extensively throughout the lower mainland through UBC continuing education to such clients as WorkSafe BC, ICBC, a number of corporate and union clients as well as many legal and accounting firms.

Pip has earned the following designations and is a member of the following organizations:

  • Certified Financial Planner (CFP, 1996-2018)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (CH.F.C.)
  • Member, Standing Committee on Finance, Corporation of Delta
  • Life Member, Vancouver Estate Planning Council
  • Delta Police Board Member
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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