As an Associate at Manulife Private Wealth, Zach focuses on relationship management to support advisors and affluent clients seeking a unique platform of services that include investment management, private banking, and tax and estate planning in an all-in-one comprehensive offering.
Zach currently holds a Bachelor of Commerce degree in Finance, with a minor in Economics from Concordia University's John Molson School of Business. Zach leverages his experience as an entrepreneur as well as his time working for one of the major Canadian banks to develop new business initiatives with advisors across the province of Quebec.
Having lived in Montreal for 25 years Zach is fluent in both French and English and is a Chartered Financial Analyst (CFA) level 2 candidate.
Manulife Private Wealth offers clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.