Who We Are
Concierge Financial Services
With a solid record serving the Greater Vancouver community, we’ve earned a reputation of excellence, quality and professionalism— being a go-to boutique financial services firm for high-net-worth individuals.
Expertise
A company built on relationships and the trust of our clients
We are a team of qualified professionals at the top of the game who thrive on creating a better environment for everyone around us and the community. Our diversity of backgrounds, depth of experience, passion and commitment serves to ensure each client receives quality advice.
Vision & Mission
Trusted financial advice and personalized service
At ZLC, our goal is to inspire people to go further with their finances. We believe our clients make the best decisions when they have been given the most comprehensive expert advice possible. We believe in the full picture, so we take a holistic approach to wealth management. ZLC’s advisors work with you to align your financial future with your specific personal, professional and financial goals.
Story
Providing independent advice since 1946
ZLC Financial traces its origins back to 1945, when Harold Zlotnik entered the life insurance business. Well into his career Hal soon recognized that his clients would be better served with independent advice to ensure his clients’ needs were always at the forefront of his business. This innovative thinking led to the start of a pioneering firm focused on providing life insurance and other financial brokerage services. In 1981, Hal partnered with son Garry, and Peter Lamb to establish Zlotnik, Lamb & Company. Through their work, and the firm’s team of expert advisors, the brokerage has grown into one of the largest independent financial advisory firms in Vancouver, now known as ZLC Financial. The company continues to preserve Harold’s legacy as a business based on the belief that advice is only as good as the person you ask.