News Category
Announcing Shafraz Ali, ZLC Financial’s newest associate!

Welcome Shafraz to the ZLC Family!

 

 

ZLC Financial is delighted to welcome Shafraz to our growing team of financial advisors.

Shafraz leverages his past years of experience working as an Income Tax Auditor for the CRA. Subsequently, he is exceptionally proficient in explaining technical insurance and tax concepts to clients in everyday language and will also serve as an exceptional resource to our team of advisors.

Incorporating the multi-faceted benefits of insurance, he specializes in implementing tax efficient solutions for high-net-worth clients in the following areas: Wealth Preservation, Estate and Succession Planning, Funding Buy-Sell Shareholders’ Agreements, and Charitable Giving Strategies.

His personal ethos is that life is not a race, nor is it a competition. He applies this same approach when guiding his clients on their financial goals. He finds joy in the success of his clients and contributing to their financial peace of mind.

Please join us in welcoming Shafraz to ZLC Financial.

Related Articles

What’s Next With Ozempic – And What We All Need to Do

What’s Next With Ozempic – And What We All Need to Do

Dan Eisner, Advisor, ZLC Employee Benefits ...
Seeing More Clearly Around the Value of Vision Care Benefits

Seeing More Clearly Around the Value of Vision Care Benefits

Dan Eisner, Advisor, ZLC Employee Benefits ...
Employee Benefits: Complex Financial Risks but Essential to Your Business

Employee Benefits: Complex Financial Risks but Essential to Your Business

Dan Eisner, Advisor, ZLC Employee Benefits ...
What’s Up with Ozempic?

What’s Up with Ozempic?

Dan Eisner, Advisor, ZLC Employee Benefits ...
Need Financial Advice?

We’re here to help

There’s no better time than now to achieve more with your finances. When working alongside financial professionals with a long history of service in Vancouver, you can rest assured that your plan is working to meet your financial goals.