Make Private Investment with Us | Preserve & Transfer Wealth
We are M&A Advisory and Private Investment Management Company with controlling interest in M&A Advisory Services, Energy Efficiency CleanTech, and Agency/Brokerage.
ZELD ALLIANCE focuses on micro-middle market acquisitions ($.4mm-$2mm in EBITDA). We are industry agnostic and specialize in control acquisitions.
Strategic
Acquisitions
Our team at ZELD Alliance believes in creating win-win situations for both the business seller and the investor.
The team connects investors with excellent acquisitions and Investments are stringently vetted. Investors with ZELD acquire lucrative assets, not time-consuming jobs, and receive significant ROI.
Growth Strategy Guidance & Partnership
After a business is acquired, the team continues to work with investors to improve the acquisition, making the business more valuable.
The results-driven team offers their proprietary Growth Acquisition Partnerships G.A.P. Partner Program where business owners benefit from the business acumen of the ZELD team. Business owners receive one-on-one attention to address specific business problems in preparation for successful scaling or exits.
Life and Wealth Protection
Do you want to leave something more than a tax burden to your children? Learn how universal life insurance can help pass along your assets while minimizing estate taxes.
The assets you’ve built up over your lifetime – such as a home, cottage, investment portfolio, business, or farm – mean a lot to you, and to your family.
Talk to our Independent Life Insurance Advisor to guide you through how transferring your assets through a permanent life insurance policy can help minimize, or may completely eliminate, the taxes your family would have to pay.
What Our Clients Says about Us
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General FAQs
At ZELD Financial, we specialize in providing a comprehensive insurance and retirement planning through our Universal Life - Insured Retirement Strategy. This plan offers a combination of life protection, wealth accumulation, and tax-free retirement income. Our goal is to help you achieve a secure and comfortable retirement that aligns with your financial aspirations.
Our Universal Life - Insured Retirement Strategy is designed to cater to a wide range of age groups. Whether you're planning for retirement early or looking to secure your financial future later in life, our plan can be tailored to suit your needs and age-specific goals.
ZELD Financial supports legacy planning by offering comprehensive death benefits and living benefits through our Universal Life - Insured Retirement Strategy. This allows you to leave a legacy that financially supports your loved ones without the burden of taxes, ensuring your family's financial security for generations to come.
Yes, our Universal Life - Insured Retirement Strategy is versatile and can be utilized for business continuity planning. By securing your business's financial future, you can ensure smooth operations and provide for your family and business partners in case of unforeseen events.
We understand that life circumstances change. That's why we offer flexibility in our plan. You can make adjustments to your policy by contacting our team. Whether you need to update beneficiaries, increase coverage, or adjust contributions, our experts will guide you through the process.
While our Universal Life - Insured Retirement Strategy is not directly an annuity, it offers similar benefits by providing tax-free retirement income. Instead of converting, you can access your accumulated cash value during retirement to supplement your income needs without the burden of taxes.
Borrowing against the cash value of your policy provides a valuable source of funds. However, it's important to note that borrowing reduces the policy's cash value and death benefit until the loan is repaid. Our advisors can help you understand the details and implications of borrowing against your policy.
We conduct periodic reviews with our clients to ensure that their policy continues to meet their evolving needs. Life circumstances change, and our experts will work closely with you to adjust the policy as needed, ensuring that it remains aligned with your goals and aspirations.
Yes, you have the flexibility to adjust your contributions based on your financial circumstances. Whether you want to increase contributions for greater wealth accumulation or decrease contributions temporarily, our plan is adaptable to your changing financial needs.
Our Universal Life - Insured Retirement Strategy offers tax advantages through tax-free benefits, including cash value accumulation, death benefits, and retirement income. This tax efficiency allows you to maximize the value of your policy while minimizing tax implications.
Designating beneficiaries is a crucial aspect of the policy. You can choose one or multiple beneficiaries to receive the policy's benefits in case of your passing. Our team will guide you through the process to ensure that your beneficiaries are accurately designated according to your wishes.
It's important to make premium payments on time to keep your policy active. If you miss a payment, there may be a grace period during which you can make the payment without losing coverage. Our advisors can provide more details about the specific grace period for your policy.
Depending on the policy and circumstances, it may be possible to transfer an existing policy to our Universal Life - Insured Retirement Strategy. Our team will evaluate your current policy and provide guidance on whether a transfer is beneficial for your financial goals.
Our plan is designed to be flexible and customizable, accommodating varying risk tolerances. We'll assess your risk tolerance during Needs Analysis process and recommend options that align with your preferences, whether you're more risk-averse or comfortable with higher-risk strategies.
Yes, we provide educational resources, guides, and expert advisors who can guide you through the insurance landscape. We aim to empower you with knowledge to make well-informed decisions about your financial future.
Our policy's flexibility allows you to adjust contributions and benefits over time, which helps address inflation and changing financial landscapes. By working with our advisors, you can ensure that your policy remains effective and aligned with your financial objectives despite external economic factors.
Yes, you can adjust beneficiaries after enrollment. Life circumstances change, and we understand the importance of keeping your beneficiaries up-to-date. Whether you experience a life event or want to make changes, our team will assist you in ensuring that your policy aligns with your wishes.
Our Universal Life - Insured Retirement Strategy offers stability and protection against market volatility. The cash value accumulation and tax-free benefits provide a reliable source of financial security regardless of market fluctuations. You can rest assured knowing that your policy is safeguarded from market uncertainties.
Absolutely, our Universal Life - Insured Retirement Strategy can be a powerful tool for charitable giving and legacy planning. You can designate a charity as a beneficiary, leaving a lasting impact while enjoying the benefits of tax-free wealth accumulation and retirement income.
We'd Love To Hear From You
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Find us Here
- 310 Miwate Pvt. suite #100, Ottawa, ON K1R 0E2. Canada.
Hours of Operation
- 9am – 5pm EST
- Monday to Friday
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