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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 | About Us
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About Us

Your Wealth. Your Life. Your Dreams.

 

For over 25 years, the Zenith Private Wealth Counsel team has been working with professionals, retirees and business owners to create the life they desire, enhance the lives of those they care about and establish a living legacy that represents their passions and values. As successful individuals, our clients maintain a long-term perspective on their investments; seeking optimal risk-adjusted investment returns, tax efficiencies, retirement management, efficient wealth transfer, philanthropy and legacy planning. * HollisWealth does not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

 

Our clients enjoy life and understand the value of delegating important responsibilities to trusted professionals. They have entrusted our team to look after their wealth management so they can spend more time living life with the people they care about. We keep our clients informed and provide guidance to make any necessary changes to help sustain, protect and enhance their wealth. Zenith Private Wealth Counsel is committed to providing you with holistic wealth strategies and a level of service that’s unsurpassed in the industry.

A Future of Stability

 

As a leading Canadian wealth management company, HollisWealth is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Zenith Private Wealth Counsel is a personal trade name of Danny Leung.

Backed by Holliswealth

 

HollisWealth approaches wealth management from a different perspective – a perspective that’s rooted in the idea that forming deeper relationships with advisors and their clients helps the firm to better understand what’s needed to provide truly holistic financial solutions.

 

As one of Canada’s premier independent financial advisory networks, HollisWealth has a long history of supporting innovative wealth management and partnering with established independent advisors like Zenith Private Wealth Counsel. Together, we are committed to providing Canadians with sound opportunities to create, manage and protect their wealth.