INVESTING WITH US
Expertise in Wealth Management
Founder Hal Zlotnik first started in the financial services business nearly 70 years ago, with a unique style of engagement and consultation. In 1981, he and partners opened ZLC Financial focused on providing life and disability brokerage services and becoming one of the largest independent financial advisory firms in Vancouver. Son and CEO Garry Zlotnik began to recognize a need for specialized wealth solutions for the firm’s High Net Worth clients, and in the year 2000 ZLC Wealth was born.
No matter how limited your investment knowledge, or if your goals are aggressive or conservative—managing (and maximizing) your money doesn’t need to be confusing or stressful. We offer different types of investment solutions, tailored to your specific needs. Working one-on-one with you, we’ll provide options that help you grow your wealth on your terms, with confidence and peace of mind.
We sit down with you to specify a target asset allocation based on your current situation and long-term plans. We monitor the performance of each investment, have a rigorous due diligence process, and are passionate about designing investment solutions matched to your life plans.
WHAT DOES THIS MEAN FOR YOU?
While you enjoy your life and spend time with your loved ones, we take care of your investments—growing your money through a variety of strategies and products our experts have chosen specifically to meet your goals. You can live worry-free, knowing we’re hard at work to maximize your wealth.
more in savings can be expected when working with advisors for 15+ years, compared to those who don’t receive financial advice.
₁Claude Montmarquette and Nathalie Viennot-Briot, “Advice creates strong value for Canadians,” The Investment Funds Institute of Canada (IFIC), 2016.
of investors say their advisor helps them save
2Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2019.
of investors feel more positive about their financial future because they took a step to invest
3BlackRock Global Investor Pulse, 2019.
of investors that use a financial advisor report having a positive sense of well-being
4BlackRock Global Investor Pulse, 2019.
Independent advice: Because we are independent, our clients benefit from best-in-class managers that provide outstanding long-term investment returns.
Deep relationships: Our foundation is built on the close relationships and trust that we have with our clients. You can have confidence in our commitment to personalized service and regular communication.
Stress-free investing: Our team of experts’ deep industry knowledge and broad expertise allow them to build tailored wealth-management solutions. We hold ourselves to the highest professional standards, always acting in the best interests of our clients.
Need Wealth Advice?
We’re here to Help
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.