Invest With Confidence

Tailored wealth solutions to help you achieve your goals.

welcome

Why We’re Different

We’re completely independent. Unlike many Canadian advisors who are restricted to their own proprietary products, our selected managers are closely monitored by our dedicated team of experts and are held accountable to our robust standards.

Using different economists, strategists, and investment styles, our managers offer clients better diversification than asset allocation alone. This independence helps to insulate us from market volatility while maintaining our focus on delivering our clients’ most desirable investment outcomes.

Guiding Principles

How We Do it

We’ve consistently delivered success to our clients through the investing principles that guide ZLC Wealth’s portfolio management.

Donor-Advised Funds
Donor-Advised Funds

Plan a Legacy and Leave an Impact

Investing with Conviction
Investing with Conviction

Informed and decisive investment recommendations

Investing with Us
Investing with Us

Expertise in Wealth Management

Personalized Portfolio Management
Personalized Portfolio Management

Building Wealth Through Personalized Portfolio Management

Small & Mid-Sized Company Allocation
Small & Mid-Sized Company Allocation

Looking for opportunities that other managers may have overlooked

Value Bias
Value Bias

We invest like business owners, not market speculators

We’re Always Looking at Alternatives
We’re Always Looking at Alternatives

Strength to withstand shifts in secular trends

News

Latest Articles

Q1 2024 Quarterly Commentary

Bubble Watch My first job in the investment industry was working for a “value-style” equity manager. Value style...

Q4 2023 Quarterly Commentary

A letter from the President: What is Your Purpose? Every year at about this time, people – like me – sit down and...

Q3 2023 Quarterly Commentary

A letter from the President: Where’s The Remote? One of the first words my 16-month-old grandchild mastered is...

Q2 2023 Quarterly Commentary

A letter from the President: Home Sweet Home A good friend of mine builds homes here in BC. He makes money doing it,...

Q1 2023 Quarterly Commentary

A letter from the President: Truth and Trust We were taught early in our education the importance of truth....
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Investing with ZLC Wealth unlocks a range of investment options while enjoying the benefits of the extensive expertise of our portfolio management team, at competitive fees.