Our Decades of Experience.
Your Lifetime of Security.

Discover how to maximize your financial well-being and achieve peace of mind.

welcome

Why ZLC?

ZLC Financial and it’s related affiliates has been a trusted provider of custom financial solutions – providing peace of mind to high net worth individuals, families, successful business owners and entrepreneurs. With a boutique approach to financial services, we ensure every client receives customized, long-term attention and planning. Our dedicated team of passionate , caring professionals works with you to assist in achieving your specific goals—not just today, but for years to come.

Solutions

How we can help

Whether you are nearing retirement and looking for continued income, a young entrepreneur with a desire for long-term growth, or somewhere in between, ZLC uses a team-based approach, bringing together the best players to help you achieve your financial goals.

Business Family Succession
Business Family Succession

Secure a successful future plan for your business

Charitable Strategies
Charitable Strategies

Make an impact and leave a legacy

Employee Benefits & Retirement Group Plans
Employee Benefits & Retirement Group Plans

Finding better solutions for your Employee Benefits and Group Retirement plans

Investments
Investments

Make your money go further

Life Insurance & Living Benefits
Life Insurance & Living Benefits

Peace of mind for you, your family and your business

Retirement Solutions

Secure your retirement income by making smart choices today

Structured Settlements
Structured Settlements

Create a safety net for your future

News

Latest Articles

Maximize Your Charitable Impact

ZLC Financial offers personal, flexible legacy planning advice so your wishes live on into the future.

Don’t Wait. The Benefits of Transforming Your Term Life into Permanent Protection RIGHT NOW…

Life is full of uncertainties, but your financial security shouldn't be one of them. You’re now in a place to consider...

Do Your Clients – and Their Children- Have an Estate Liquidity Plan?

In a recent development, the Canadian tax planning community received reassuring news from the CRA regarding...

Life is predictably unpredictable. Plan for unpredictability with critical illness and disability insurance.

In today's fast-paced world, unforeseen health challenges can disrupt our lives and jeopardize our financial...

Here We Go Again With Prescription Drugs…

Dan Eisner, Advisor, ZLC Employee Benefits Solutions   Almost 15 years ago, an amazing phenomenon occurred in the...
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.