At ZLC Wealth we offer both Discretionary Portfolio Management and Exempt Market Dealer (EMD) services to our High Net Worth clients and their families. We provide professional guidance, exceptional service, and access to outstanding investment managers that have been screened by our Investment Oversight Committee. Clients can open a variety of account types including RRSPs, TFSAs, corporate and trust accounts.
ZLC Wealth’s Portfolio Managers skillfully produce customized portfolios across traditional and alternative asset classes. With Discretionary Portfolio Management, the buy-sell decisions are made by the Portfolio Manager with the Portfolio Manager operating within your Investment Policy Statement’s guidelines as determined through an in-depth discovery meeting. Investments can include both prospectus-based and prospectus-exempt products, including access to alternative asset classes such as hedge funds and real estate. Discretionary Portfolio Management is a disciplined, personalized approach for clients with a minimum of $300,000 to invest.
EMD services are available to those who are looking for an alternative to Discretionary Portfolio Management. Our Representatives offer clients prospectus-exempt products including access to alternative asset classes.
If you are looking to free up your time, reduce the stress that managing your wealth entails and diversify your portfolio talk to a member of our Investment Team today to discuss the wealth solution that is right for you.