Zenith Private Wealth Counsel
Company Management

Zenith Private Wealth Counsel

Financial Services Markham, Ontario, Ca 2 employees
Employees
2
Contacts
2
Emails
2

Zenith Private Wealth Counsel Overview

Headquarters
Markham, Ontario, Ca
Website
zpwc.ca
Industry
Financial Services
Employees
2
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Zenith Private Wealth Counsel

Zenith Private Wealth Counsel, iA Private Wealth For over 25 years, the Zenith Private Wealth Counsel team has been working with professionals, retirees and business owners; creating the life they desire; enhancing the lives of those they care about; and establishing a living legacy that represents their passions and values. We are committed to providing you with a full suite of holistic wealth strategies and a level of service that's competitive in the industry. Our clients are successful individuals who maintain a long-term perspective on their investments, seeking optimal risk-adjusted investment returns, tax efficiencies, retirement management, efficient wealth transfer, philanthropy and legacy planning. Understanding the value of delegating important responsibilities to trusted professionals, they have entrusted our team to look after their wealth management so they can spend more time enjoying life with the people they care about. We keep our clients informed and provide guidance to make any necessary changes to help sustain, preserve and enhance their wealth. Zenith Private Wealth Counsel is a personal trade name of Danny Leung. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. The information on this website is intended for use by persons resident and located in Canada only

Zenith Private Wealth Counsel Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage

Zenith Private Wealth Counsel Org Chart

Sample employees and titles
Name Title Contact
Charles Licalzi At
Email
Danny Leung, Cfp®, Cim®, Ciwm, Fma, Fcsi®, Tep Portfolio Manager, Senior Wealth
Email

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0

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