Testimonials

The strength of our business lies in the relationships we have built with our clients.

As one of the largest independent full-service financial service firms in Vancouver, we have grown our business primarily through direct referrals from our valued clients and other professionals. Here are some of their kind words

What they say about ZLC

Stan Korsch

We went to the banks and some other institutes and they all made proposals to us. We decided that ZLC offered the most. With the experience that both Mark and Garry had, they suggested products that really accomplished what we wanted to do. Best investment for the choice that our company could have made. If you want knowledgeable people that are personally interested in your well-being, see them before you make your decision.

May 4, 2011

Current client since 1990

Justin L. Segal

As a newly married man, I knew it was time to look into life insurance policies and critical illness coverage, and invest into protecting my wife and future children. With so many options and questions, Brent Davis provided me with clarity and made the process incredibly easy and straightforward. Never once did I feel pressured, never once did I feel rushed, and never did any of my questions go unanswered. I truly felt valued, appreciated, and cared for as a client. A word that comes to mind when I reflect on the process: trust.

November 17, 2020

Current Client since 2020

Jeffrey Goldberg

We chose ZLC because the people. It’s the fact that when I meet with someone from ZLC, I trust that they understand our situation, they know the size of our company, and they have experience as to what will work for us and what won’t. The result of that is that we managed to put in place a very successful vehicle for our property company, where we’ve managed to save a considerable amount in taxes. On the charitable side, we’ve work with ZLC to do some flow-through share initiatives that have allowed us to make enhanced charitable contributions and that is something that’s very close to my family’s heart and we’ve been able to do a lot of good because of that.

July 5, 2011

Current client since 1997

Dr. Smeeta and Dr. Hetesh Ranchod

Writing this testimonial is not only an honour but an expression of our extreme gratitude. Violet Smith came into our lives as leader in charge 4 years ago. Quietly working as the backbone of the company by supporting the late Malcolm Ross she mastered our financial plan to a whole new level. Her kind and understanding demeanour with an enormous capacity for patience has led my husband and me to tremendous success. She has worked as a key team member in our cohort of lawyers, Investment Company, accountants and even guidance with our realtor. A number of our referred friends have thanked us profusely for her introduction. Violet Smith has been and continues to be a strong and stable friend and mentor in all aspects of our journey.”

Current Client since 2016

Bob Orr

My family and I have been working with ZLC for about 30 years and we couldn’t ask for a more reliable company to take care of our financial needs. Their experience, knowledge, and personalized service bring peace of mind for me and my family.

Orr Development Corp

December 20, 2021

Current Client since 1992

The views presented are those of the individual and not necessarily of others.