ZLC Financial is very pleased to announce the addition of Charlie Lamb to our team of advisors.
Charlie is extremely proud to carry on the legacy that his father, Peter Lamb, created as one of the founders of ZLC. Charlie has a deep understanding of investment strategies and financial solutions for individuals and business owners stemming from his years of corporate and securities law experience working as a lawyer in New York City, where he focused on cross-border transactions in the Canadian markets. In his father’s words, Charlie’s job is “to help clients establish, implement and maintain a financial strategy that will help to build and preserve capital, business and investment assets, for a lifetime and for the next generation.”
Charlie’s approach to working with clients is to “listen first, and advise second”, which enables him to connect with clients in a way where he can distill and prioritize their financial goals and formalize the steps to getting them there. Charlie is very excited to be back in his hometown of Vancouver, and start the next phase of his career with our firm.
Please join us in welcoming Charlie to ZLC Financial!