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

Welcome to
Zulak Financial Group
Serving Nanaimo, BC,  Vancouver Island and  the rest of Canada

We've  been helping clients achieve their financial goals since 1984.

Mel Zulak and Karla DavisBy working with Mel and Karla at Zulak Financial Group, you have access to a wide range of companies and their financial and lifestyle protection products.  Learn about Zulak's Personal Financial Road Map system to assist you in defining and achieving your financial objectives.  Give us a call today at 250-390-1995 or toll-free at 1-800-668-7558

Latest financial news Nanaimo, BC
Latest Financial News

Spousal Insurance
9 Important Questions

Disability Insurance
Regain Lost Earnings


critical care insurance
Critical Care Insurance

Critical Illness insurance is designed to help individuals meet their financial needs while recovering from a life-altering illness.Learn more about the benefits of critical care insurance

Critical Illness Insurance

Suzanne Aucoin Story

Recounting her personal health crisis and the far-reaching effects of being without critical illness insurance. 



Advocis
Mel Zulak & Karla Davis

Tofino, BCWelcome to Vancouver Island
We wish to extend a  warn invitaiton to  those visiting beautiful Vancouver Island this summer.  If you are thinking of relocating to the Island, do not hesitate to contact us for a free consultation.  We hope you will enjoy Mel's Photo Gallery which captures the essence of Vancouver Island.

On-Line
Travel Insurance
 Complete access to travel insurance within minutes!
Travel Worry-Free!
Offering complete access to On-line Travel Insurance from anyway.


Manulife One
MORTGAGE
INTEREST ONLY CONCEPT
Canada's first all-in-one account designed to make every dollar you own work for you first. 
Contact us today for more info!


 



Client Update Form
Use our convenient on-line form to submit your change of address or
contact information. 

Zulak Financial Group Nanaimo, Vancouver Island, BC

 Message to our Clients
We would like to thank you for your trust and confidence in us and for your continued business and introductions to friends, family and business associates.

Financial products and services to achieve your personal and business financial goals.  Serving Nanaimo, BC, Vancouver Island and the rest of Canada

Achieve your Personal  and Business Financial Goals
Here are some of the financial
services and products we offer. 

Critical Illness, Life Insurance,
Disability Plans, Annuities, RRIF's, RRSP's, Private Health Insurance Plan,
Mortgages (Interest Only)
, Tax Deferred/Sheltered Plans, Real
Estate Investments.
Learn More.  Financial services and products include critical illness, life insurance, disability plans, annuities, RRIF's RRSP, private health insurance, mortgages, tax deferred and sheltered plans, investments, real estate investment


Land Banking
Real Estate Investment
Enjoy the benefits of land ownership within a Registered Retirement Savings Plan or other registered account.

Learn more about enjoying the benefits of land ownership within a registered reitrement savings plan or other registered account. real estate investment, land banking


Private Health Plan Insurance
View our presentation on the Olympia Trust Private Health Services Plan that enables you  to pay for your medical and dental expenses tax-free.

View Olympia Trust Private Health Services Plan.


Manulife Investment

"The GIF Select Income Plus turns  Retirement thinking on its head!"   Vist the Manulife Investment website for more info and please contact us. 

View Manulife GIF Select Income Plus