ZLC Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

666 Burrard St, Vancouver, British Colum...

Phone Number

(604) 685-1096

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About ZLC Wealth

ZLC Wealth, based in Vancouver, offers tailored wealth solutions and personalized portfolio management to help clients achieve their investment and retirement goals. The company prides itself on its independence, utilizing a diverse range of economists and investment strategies to provide better diversification and mitigate market volatility. ZLC Wealth is transitioning to focus solely on wealth management services, including financial planning and estate planning, as part of its partnership with Q Wealth Partners. With a commitment to delivering informed investment recommendations, ZLC Wealth aims to build lasting relationships with its clients.Explore more
ZLC Wealth's Social MediaPopular SearchesZlc Wealth IncZLC WealthZLC Wealth - IncZlotnik Lamb & CoSIC Code 62,628NAICS Code 52,523Show more

ZLC Wealth Org Chart

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Michelle Richier, Chief Financial Officer at ZLC Wealth
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Chief Financial Officer

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Vice President, Wealth Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ZLC Wealth

<$5M
11-50
Private
-
2000
Michelle Richier, Chief Financial Officer at ZLC Wealth
Michelle RichierChief Financial Officer
$13.8M
11-50
Private
-
1998
OK
Oscar KazokaManaging Director
$6M
11-50
Private
-
2007
Dale Hawthorn, President & Co-Chief Executive Officer at Bcv Asset Management
Dale HawthornPresident & Co-CEO
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2004
Pd
Paul de SousaWealth Management, Sales & Development Head
<$5M
11-50
Private
-
2000
JS
Julian SmithPresident & CEO
<$5M
1-10
Private
-
1996
AA
Adriana ArrillagaCEO & Portfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ZLC Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ZLC Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ZLC Wealth.

ZLC Wealth Tech Stack

A closer look at the technologies used by ZLC Wealth

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Frequently Asked Questions Regarding ZLC Wealth

What is ZLC Wealth's official website?
ZLC Wealth's official website is www.zlcwealth.net
What is ZLC Wealth's Revenue?
ZLC Wealth's revenue is <$5 Million
What is ZLC Wealth's SIC code?
ZLC Wealth's SIC: 62,628
What is ZLC Wealth's NAICS code?
ZLC Wealth's NAICS: 52,523
How many employees does ZLC Wealth have?
ZLC Wealth has 11-50 employees
What industry does ZLC Wealth belong to?
ZLC Wealth is in the industry of: Finance, Securities Trading
What is ZLC Wealth competition?
ZLC Wealth top competitors include: Wakabayashi Capital, Provisus Wealth Management, Bcv Asset Management, Renaissance Investments
What technology does ZLC Wealth use?
Some of the popular technologies that ZLC Wealth uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
Who is the CFO of ZLC Wealth?
ZLC Wealth's CFO is Michelle Richier
How do I contact ZLC Wealth?
ZLC Wealth contact info: Phone number: (604) 685-1096 Website: www.zlcwealth.net
What does ZLC Wealth do?

ZLC Wealth, based in Vancouver, offers tailored wealth solutions and personalized portfolio management to help clients achieve their investment and retirement goals. The company prides itself on its independence, utilizing a diverse range of economists and investment strategies to provide better diversification and mitigate market volatility. ZLC W... ealth is transitioning to focus solely on wealth management services, including financial planning and estate planning, as part of its partnership with Q Wealth Partners. With a commitment to delivering informed investment recommendations, ZLC Wealth aims to build lasting relationships with its clients.Read More

What are ZLC Wealth social media links?
ZLC Wealth Linkedin page
Is ZLC Wealth a public company?
ZLC Wealth is private company therefore does not currently have an official ticker symbol
See more information about ZLC Wealth

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