- Accueil
- Conseillers en placement
Conseillers en placement
Trouver un conseiller ou une conseillère en placement dans notre réseau d'experts dans tout le Canada
Trouver un conseiller ou une conseillère en placement le plus près
Choisir un établissement:
- Vancouver Conseillers à Vancouver
- Kelowna Conseillers à Kelowna
Brent Todd
Brent started his career in Vancouver where he spent 10 years cutting his teeth on junior mining ventures. Since the early 2000s, Brent has been employing a value/bottom-up strategy to deliver exceptional returns for clients whose objective is wealth creation. He has a unique ability to recognize the start of success as well as the patience to wait for rewards to be realized.
Bureau: Vancouver
Saleem Tyab
Saleem has been providing Wealth Management solutions to his clients for over 25 years. Saleem works with families and corporations in developing plans that are designed to protect wealth. His approach to creating a financial plan or wealth strategy for families is by identifying financial needs by better understanding his clients core value system and beliefs when it comes to investing.
Bureau: Vancouver
Mark van Hees
A graduate of the University of Calgary in 1994 with a degree in Economics, Mark entered the industry in 1996 as an Investment Advisor at RBC DS’s Calgary office. As the Co-Founder and President of Solium Capital from 1999 – 2002, he specialized in the management and administration of public and private employee, share ownership and entitlement programs. Mark is focused on discretionary portfolio management and wealth preservation for his clients.
Bureau: Kelowna
Harris Watson
Harris has a passion for helping his clients reach their most important goals. For over 20 years he has worked hard at developing the skills required to be successful in trading, portfolio management, and retail corporate finance; specializing in raising capital for Canadian resource companies. Harris’ clients appreciate his deep understanding of personal finance and capital markets that his breadth of experience provides. Harris and his team engage their clients in a consultative and distinct approach to overall Wealth Enhancement. His mission is to completely understand his clients working together to control the risks and maximize every available opportunity.
Bureau: Kelowna
Jenny Zhou
Jenny Zhou is a Senior Wealth Advisor and Associate Portfolio Manager. She has over 25 years successful investment and wealth management experience in Canada. Originally from Guangzhou, China, Jenny immigrated to Canada in 1998. She was raised in a family who combined artistic and financial interests. Jenny employs a holistic method to aid clients with wealth preservation, capital growth, family heritage succession and estate planning, all with a tax-efficient overlay. She customizes client portfolios to best address their unique financial needs and objectives. Jenny is an outstanding problem-solver who uses a resourceful professional network that has built through the decades.
Bureau: Vancouver
Perry Zuccolo
Perry's foundation was built on strong academic successes and complemented with a career spanning over 20 years in the financial field. Graduating in Economics and Finance from Simon Fraser University, he studied with the Deputy Minister of Finance, Governor of the Bank of Canada and consultants to the International Monetary Fund and World Bank. He also holds the Professional Financial Planning designation from the Canadian Securities Institute.
Bureau: Vancouver