Zulak Financial Group, Financial Planners, Nanaimo, flexibility, independence, peace of mind
 


Mel Zulak, CSA
Certified Senior Advisor
Investment and Insurance Broker
2000-2001 C.V.I. Advocis President

Karla Davis, CSA
Certified Senior Advisor
Investment and Insurance Broker

Cindy Hanelt
Office Administrator

Zulak Financial Group proudly serves Nanaimo, BC,  Vancouver Island and  the  rest of Canada.  Our company has helped clients achieve their financial goals since 1984.  By working with Mel and Karla, you have access to a wide range of Companies and Financial Products that can be personally arranged to accomplish your financial goals. We offer a comprehesive list of products and services that includes Critical Illness, Life Insurance, Disability Plans,  Annuities, RRIF's, RRSP, Real Estate investments, Taxable Leverage Loan Deduction, Mortgages (Interest Only) and Tax Deferred/Sheltered Plans. 

By using a one-on-one approach, we are able to show you how to use these and other planning aids in the best manner to achieve your personal and business financial goals within your current and potential income-earning capacity.  Please visit our Products and Services section to learn more about how you and your family can benefit from these financial and lifestyle protection products. 

We are located at Suite 1-6421 Applecross Road in Nanaimo, British Columbia
V9V 1N1. 

You can reach us by phone at  (250) 390-1995 or by using our  toll-free number at 
1-800-668-7558. 

You can also drop us a line via email at contactus@zulakfinancialgroup.com