q
Providing a full suite of tailored financial planning for families and business professionals, Zenith Private Wealth Counsel is a guiding light to financial peace of mind. After all, it's about; Your Wealth. Your Life. Your Dreams.
Zenith Private Wealth Counsel |
15250
home,page,page-id-15250,page-template,page-template-full_width,page-template-full_width-php,ajax_fade,page_not_loaded,,qode-title-hidden,side_menu_slide_with_content,width_470,qode-theme-ver-7.5,wpb-js-composer js-comp-ver-4.7.4,vc_responsive

 

 

 

 

 

 

 

 

 

 

 

 

Success DNA Button Link

Zenith Private Wealth Counsel

Partnering with our clients to provide comprehensive financial strategies to sustain, protect and enhance wealth. Together we can discover hidden opportunities and identify potential risks to provide lasting peace of mind.
couple

An Elevated Level of Service

While less than 5% of all advisors in Canada are Portfolio Managers, Danny Leung has been working since 2000 with this elevated level of licensing. This means we are able to provide clients with several benefits:
LESS FEES

Elimination of all front- and back-end commissions, potential tax-deductible fees on non-registered accounts

TRANSPARENCY

Transparency of all fees and comprehensive reporting so investors can clearly gauge value and stay well-informed

TRUE VALUE

Our management fee provides exceptional value which includes an integrated suite of products, services and strategies

EFFICIENCY

Highly efficient portfolio management: in-depth research and analysis, timely trade executions for optimized results

AGILITY

The ability to proactively assess and quickly respond to changing economic and market conditions

EQUITABILITY

Fair and homogeneous execution of market entry / exit pricing on security trades for all investors

Together

FINANCIAL HEALTH CHECK-UP

As with maintaining optimal physical health, your financial health requires regular check-ups that provide knowledgeable advice, a long-term view and a proactive approach to achieve the best results. Working together, we will review your current financial baseline, address immediate concerns and identify what is most important to you, in order of priority.

I Would Like a Check-Up