As one of the top financial advisor firms in Vancouver*, our financial planning team work closely with you to understand your individual concerns as well as your current and future objectives.  

Our process is well-defined and rigorous. A thorough needs analysis is conducted for you before any recommendation is considered. The end result?  A detailed personal financial roadmap, followed by regular reviews of your plan to ensure it is working for you.

You can't predict what the future has in store; the best way to be prepared is with a well thought out plan. A proper financial plan ensures you are moving in the right direction to meet your specific lifestyle goals and secure your financial future.

Personalized financial plans to secure your financial future

Personalized financial plans to secure your financial future

"Advice is only as good
as the person you ask.
"

        - Harold Zlotnik, Co-founder of ZLC Financial

Understand your financial goals and objectives

Review your current financial situation

Provide recommendations that are right for you

Build your specific financial plan

Our team will help you:

GET STARTED NOWGET STARTED NOW604.688.7208

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1200 - 666 Burrard Street, Vancouver BC V6C 2X8 Phone: (604) 602.7879 Email: info@zlc.net 
*Based on inclusion in Business in Vancouver's Book of Lists, Biggest Financial Planning firms in Metro Vancouver

Because one size does not fit all, your financial plan should be as unique as you are.

Why ZLC?

GET STARTED NOWLET'S GET STARTED NOW

1200 - 666 Burrard Street, Vancouver BC V6C 2X8 Phone: (604) 602.7879 Email: info@zlc.net 

*Based on inclusion in Business in Vancouver's Book of Lists, Biggest Financial Planning firms in Metro Vancouver