Elimination of all front- and back-end commissions, potential tax-deductible fees on non-registered accounts
Transparency of all fees and comprehensive reporting so investors can clearly gauge value and stay well-informed
Our management fee provides exceptional value which includes an integrated suite of products, services and strategies
Highly efficient portfolio management: in-depth research and analysis, timely trade executions for optimized results
The ability to proactively assess and quickly respond to changing economic and market conditions
Fair and homogeneous execution of market entry / exit pricing on security trades for all investors
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.
"Danny Leung has looked after our portfolio since 1993 and has done a fantastic job managing it. Markets went up and down during this time but in the end we always came out better. He would call us if he felt we needed to change something in our portfolio and we were very comfortable with all his decisions. We have great trust in him and would highly recommend him."
"The primary benefit to joining Zenith Private Wealth Counsel has been the consolidation of my assets. This has reduced my paperwork and resulted in more efficient – and effective – asset management. Most importantly, I only have to call one number to receive timely responses to questions I may have about my portfolio."
"We are very happy with Danny and his team – especially his great communication. We receive regular calls and reviews to update us on our portfolio and get quick responses to any questions we may have. Whether we’re calling about our portfolios or our grandchildren’s RESPs, the answers are delivered efficiently. We also appreciate the Client Education Workshops that are available to all clients."
"I am very happy with Danny and his team. Over the past eight years, they have demonstrated that they really care about their clients and always do their best to offer a superior level of service. Danny’s compassion and knowledge of financial planning has allowed me to place my full trust in him as my advisor."
"I’ve been a client of Danny’s for over a decade and the most profitable decision they have made for me was during the recent economic downturn. Just as the markets were going under, I was presented with a strategy that effectively turned stocks into dollars. Though it appeared radical at the time, I agreed to go ahead with it, based on my trust in Danny’s judgment and expertise. The ensuing results have been wonderful – my portfolio is higher than it’s ever been.”