AeroLeads people directory · profile

Frank Zhang, Cfa Email & Phone Number

Managing Director at GW Capital Group | Private Asset Management | YouTuber at GW Capital Group

Location: Toronto, Ontario, Canada 2 work roles 2 schools

LinkedIn matched

✓ Verified August 2026 3 data sources Profile completeness 100%

Current company

GW Capital Group

Role

Managing Director at GW Capital Group | Private Asset Management | YouTuber

Location

Toronto, Ontario, Canada

Who is Frank Zhang, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

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.

Company email context

Email format at GW Capital Group

This section adds company-level context without repeating Frank Zhang, Cfa's masked contact details.

GW Capital Group

Review company-level records connected to Frank Zhang, Cfa before choosing the right outreach path.

View email format View company profile Management contacts

Profile bio

About Frank Zhang, Cfa

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.

Current workplace

Frank Zhang, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Gw Capital Group

Managing Director at GW Capital Group | Private Asset Management | YouTuber

AeroLeads page

Company profile

View company profile Email format

2 roles · 10 years

Frank Zhang, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

Gw Capital Group

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 effective and innovative strategies that align with your goals, from asset accumulation to asset retention, from family protection to debt-free retirement.Alternative Asset ManagementWe go beyond stocks and bonds to offer you a diversified investment portfolio that provides predictable and sustainable cash flow in good times and bad. We complement this with a suite of innovative banking products to make sure you do not leave money on the table.

2019 - Present ~7 yrs 7 mos

Private Asset Management

Great-West Life

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.

2017 - 2019 ~2 yrs

2 education records

Frank Zhang, Cfa education

Hba, Honours Business Administration

Ivey Business School At Western University

Activities and Societies: Ivey Finance Club, Western Investment Club, Ivey Consulting Club, Ivey Accounting Club, Income Tax Clinic.

Master Of Financial Economics, Accounting And Finance

Western University

A multidisciplinary degree built in conjunction with Western Economics, Ivey Business School, Department of Statistical and Actuarial.

FAQ

Frequently asked questions about Frank Zhang, Cfa

Quick answers generated from the profile data available on this page.

What company does Frank Zhang, Cfa work for?

Frank Zhang, Cfa works for GW Capital Group.

What is Frank Zhang, Cfa's role at GW Capital Group?

Frank Zhang, Cfa is listed as Managing Director at GW Capital Group | Private Asset Management | YouTuber at GW Capital Group.

Where is Frank Zhang, Cfa based?

Frank Zhang, Cfa is based in Toronto, Ontario, Canada while working with GW Capital Group.

What companies has Frank Zhang, Cfa worked for?

Frank Zhang, Cfa has worked for Gw Capital Group and Great-West Life.

How can I contact Frank Zhang, Cfa?

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.

What schools did Frank Zhang, Cfa attend?

Frank Zhang, Cfa holds Hba, Honours Business Administration from Ivey Business School At Western University.

What skills is Frank Zhang, Cfa known for?

Frank Zhang, Cfa is listed with skills including Financial Modeling, Valuation, Entrepreneurship, Investment Banking, Private Equity, Finance, Financial Analysis, and Bloomberg.

Security Check