Invest With Confidence
Tailored wealth solutions to help you achieve your goals.
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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
Plan a Legacy and Leave an Impact
Investing with Conviction
Informed and decisive investment recommendations
Investing with Us
Expertise in Wealth Management
Personalized Portfolio Management
Building Wealth Through Personalized Portfolio Management
Small & Mid-Sized Company Allocation
Looking for opportunities that other managers may have overlooked
Value Bias
We invest like business owners, not market speculators
We’re Always Looking at Alternatives
Strength to withstand shifts in secular trends
News
Latest Articles
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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.