Danny Leung, Cfp®, Cim®, Ciwm, Fma, Fcsi®, Tep Email & Phone Number

Our economy is constantly changing. There are risks and opportunities around every corner. Inflation, Recession, Big Trends, and more. You want a fiduciary Wealth Advisor who understands these changes and evolves their thinking to meet the growing needs of clients. An advisor who stays ahead of current trends, investment strategies & technology. As one of Canada’s leading wealth managers, I have worked for over three decades of experience with hundreds of families and individuals. I work with individuals & their families to advise them on financial matters, including financial planning, risk management, portfolio management, estate preservation, cash flow management, and advanced tax planning. I specialize in planning for retirement, risk management strategies, college funding strategies, and alternative investments. We ensure Business Owners & Families worry less and achieve more wealth accumulation and customize their wealth transfer process with financial education and premium investment products and tools. We have been dedicated to helping our clients realize their financial goals. Our mission is to help families enjoy their prosperity. We combine our skills and extensive resources to deliver comprehensive wealth management and liability management services tailored to the unique needs of highly successful individuals, their families, and businesses over time.There’s no such thing as a one-size-fits-all approach to wealth management, so we begin by understanding what really matters to you. Through our discovery experience, we develop a deep understanding of our clients - not just as investors, but as individuals. We analyze each client's objectives and develop a comprehensive strategy aimed at achieving their financial targets. We constantly monitor and adjust each client's portfolio. We gauge performance on what’s most important to our clients, not a market index.If you'd like to learn more, please reach out to me directly on LinkedIn or email me at danny@zpwc.ca

Listed skills include Wealth Management, Investments, Securities, Retirement Planning, and 14 others.