ZLC Financial traces its origins back to 1946, when co-founder Harold Zlotnik first entered the life insurance business. In 1979, after 33 years in the industry and many achievements and accomplishments earned along the way, Harold had the vision to recognize that his clients would be better served if he became an independent agent.
It was this innovative thinking that led to the creation of one of Vancouver's most respected firms, ZLC Financial. After his first year as an independent agent, he was recognized as one of the top four producers in Canada. Today, the company preserves Harold's legacy as a business founded on the assumption that advice is only as good as the person you ask.
It was this innovative thinking that led to the creation of one of Vancouver's most respected firms, ZLC Financial. After his first year as an independent agent, he was recognized as one of the top four producers in Canada. Today, the company preserves Harold's legacy as a business founded on the assumption that advice is only as good as the person you ask.
Services
Testimonials
Report
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. We went to the banks and some other institutes and they all made proposals to us.
Community Investment
Report
One of ZLC Financial's most central objectives is to consistently participate in philanthropic events and maintain a relationship with the community around us where we are constantly giving back. ZLC believes in a corporate responsibility to provide assistance to the community in situations where financial aid is scarce, and charitable donations constitute a significant portion of ZLC's public involvement.
Resources
Report
As a single parent with 2 children, I am certain that your daily routine is quite busy. Between your career, running the household, and kids activities, there is probably not a lot of spare time! Imagine the impact that a serious illness such as cancer, heart attack, or stroke could have on that routine.
Business Family Succession
Report
Like many business owners, much of your time is probably consumed with nurturing, developing and expanding your business, and not enough time spent on planning for the eventual succession of your business. The absence of business succession planning can lead to critical financial consequences and that's why you need to start planning now.
Employee Benefits
Report
ZLC Financial is one of the fastest growing advisors for employee benefits programs in Vancouver. At ZLC, our goal is to provide you with the most affordable benefits plan, as well as provide the peace of mind that going forward your plan is financially sustainable. Most importantly, we will help ensure that your benefits plan is relevant to your employees and therefore, to your business strategy.
Reviews
Be the first to review ZLC Private Investment Management.
Write a Review
