ZLC Private Investment Management

Who We Are

ZLC Financial and its related affiliates has been a trusted provider of custom financial solutions for over seven decades. With a boutique approach to financial services, we ensure that every client receives customized, long-term attention and planning. Our dedicated team of passionate, caring professionals works with you to assist in achieving your specific goals - not just today, but for years to come.

Our Expertise

At ZLC Financial, we pride ourselves on our comprehensive understanding of the financial industry. Our team of qualified professionals is comprised of experts with diverse backgrounds and a depth of experience. We take a holistic approach to wealth management, working closely with each client to align their financial future with their unique personal, professional, and financial goals.

Our History

Founded in 1945 by Harold Zlotnik, ZLC Financial has a rich history of providing independent advice. In 1981, Hal partnered with son Garry and Peter Lamb to establish Zlotnik, Lamb & Company. Over the years, the company has grown into one of the largest independent financial advisory firms in Vancouver. Today, ZLC Financial continues to preserve Harold's legacy as a business built on the belief that advice is only as good as the person you ask.

Testimonials

At ZLC Financial, we take great pride in our exceptional client service. Here's what some of our valued clients have to say about us:

• "A word that comes to mind when I reflect on the process: trust. We chose ZLC because of the people. It's the fact that when I meet with someone from ZLC, I trust that they understand our situation, they know the size of our company, and they have experience as to what will work for us and what won't." - Justin L. Segal, Client since 2020
• "My family and I have been working with ZLC for about 30 years, and we couldn't ask for a more reliable company to take care of our financial needs. Their experience, knowledge, and personalized service bring peace of mind for me and my family." - Bob Orr, Client since 1992
• "I've been working with ZLC for over 30 years, and I've always been impressed with their professionalism, expertise, and dedication to their clients." - Jeffrey Goldberg, Client since 1997

Our Commitment

At ZLC Financial, we are committed to providing exceptional service to our clients. We take the time to understand your unique situation and work closely with you to achieve your financial goals. Our team of experts is dedicated to staying up-to-date on the latest financial trends and products, ensuring that you receive the best possible advice.

Get in Touch

If you're looking for a trusted partner to help you achieve your financial goals, look no further than ZLC Financial. Contact us today to schedule a meeting or learn more about our comprehensive financial solutions.