Charlie is extremely proud to carry on the legacy that his father, Peter Lamb, created as one of the founders of ZLC. Charlie has a deep understanding of investment strategies and financial solutions for individuals and business owners stemming from his years of corporate and securities law experience working as a lawyer in New York City, where he focused on cross-border transactions in the Canadian markets. In his father’s words, Charlie’s job is “to help clients establish, implement and maintain a financial strategy that will help to build and preserve capital, business and investment assets, for a lifetime and for the next generation.”
Charlie’s approach is to “listen first, advise second.” Charlie applies his unique expertise to finding and implementing financial solutions for his clients and his clients benefit from his deep understanding of people, risk, financial security and market opportunities. His “listen first, advise second” motto allows him to meaningfully interpret his clients’ financial goals while applying his analytical skills to deliver quantifiable solutions.
Charlie provides his clients with personalized service and non-discretionary wealth management at ZLC Wealth.
