Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Frank Zhang, Cfa is listed as Managing Director at GW Capital Group | Private Asset Management | YouTuber at GW Capital Group, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Frank Zhang, Cfa.
Frank Zhang, Cfa previously worked as Managing Director at Gw Capital Group and Private Asset Management at Great-West Life. Frank Zhang, Cfa holds Hba, Honours Business Administration from Ivey Business School At Western University.
This section adds company-level context without repeating Frank Zhang, Cfa's masked contact details.
Review company-level records connected to Frank Zhang, Cfa before choosing the right outreach path.
GW Capital GroupInvest Wisely. Live Freely. Retire Early.What does Financial Freedom mean to you? I currently engage in private asset management and asset management education. I am a CFA Charterholder, real estate investor and a passionate global, value-oriented, multi-asset portfolio investor, actively looking for the next viable investment for myself, my partners and my clients.I have worked for capital management firms based in Europe, United States, Canada and Southeast Asia. I have extensive experiences in identifying and assessing investment opportunities, reviewing financial statements, building and maintaining valuation models, analyzing industry activities and global economic events and monitoring company portfolios.I graduated from Ivey Business School with distinction, specializing in investment management and accounting. I have also completed my Master of Financial Economics at Western University with hands-on experiences on quantitative analysis and risk management.
Listed skills include Financial Modeling, Valuation, Entrepreneurship, Investment Banking, and 7 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
CorporateWe work with your unique business to design tax and cost-efficient systems, for you to make use of your excess funds, accelerate growth, protect your key persons, and retain top talents.PersonalWe provide tailored comprehensive asset management solutions to high net worth individuals and families, professionals, and business owners. We implement.
I developed customed portfolios and asset management plans to HNW families & individuals, business owners and corporations. I dialogued with top fund managers to gain inside views and screen funds for inclusion into our customized HNW portfolios.
Activities and Societies: Ivey Finance Club, Western Investment Club, Ivey Consulting Club, Ivey Accounting Club, Income Tax Clinic.
A multidisciplinary degree built in conjunction with Western Economics, Ivey Business School, Department of Statistical and Actuarial.
Quick answers generated from the profile data available on this page.
Frank Zhang, Cfa works for GW Capital Group.
Frank Zhang, Cfa is listed as Managing Director at GW Capital Group | Private Asset Management | YouTuber at GW Capital Group.
Frank Zhang, Cfa is based in Toronto, Ontario, Canada while working with GW Capital Group.
Frank Zhang, Cfa has worked for Gw Capital Group and Great-West Life.
You can use AeroLeads to view verified contact signals for Frank Zhang, Cfa at GW Capital Group, including work email, phone, and LinkedIn data when available.
Frank Zhang, Cfa holds Hba, Honours Business Administration from Ivey Business School At Western University.
Frank Zhang, Cfa is listed with skills including Financial Modeling, Valuation, Entrepreneurship, Investment Banking, Private Equity, Finance, Financial Analysis, and Bloomberg.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts