Associate, Investment Counsel Support
As an Associate at Manulife Private Wealth, Zach focuses on supporting Investment Counselors and their high net worth clients across Canada. Zach joined the organization in the spring of 2018 as a member of the sales team supporting advisors in the province of Quebec. His success in the role has quickly led him to become the newest member of the Investment Counsel Support team.
Zach currently holds a Bachelor of Commerce degree in Finance, with a minor in Economics from Concordia University's John Molson School of Business. Leveraging his experience as an entrepreneur as well as his time living in Montreal, Zach aims to provide clients and advisors with the highest standard of service and expertise to help them reach their respective goals.
Zach is fluent in French and English. He is a level 2 candidate in the Chartered Financial Analyst (CFA) program. Outside of the office Zach is an active member of his community as a volunteer treasurer and board member for a local charitable organization and enjoys playing soccer during the summer.
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.