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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 | Services & Strategies
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Services & Strategies

Zenith Private Wealth Counsel is licensed to offer a full suite of financial products and services.

 

 

Whether you are an individual investor and/or business owner, our investment team can provide a personalized plan tailored to your needs. Take a look at our comprehensive list of offerings:
  • retirement accounts
  • education savings accounts
  • non-registered accounts
  • tax-free savings accounts
  • group benefit plans
  • succession planning
  • business planning
  • separately managed account program
  • investment and tax planning
  • education planning
  • private wealth management
  • retirement, pension and estate planning
  • mortgage referrals
  • mutual funds
  • equities and fixed income
  • hedge funds
  • flow-through limited partnerships
  • real estate investments
  • options trading
  • wrap programs
  • universal life insurance
  • term insurance
  • whole life insurance
  • disability insurance
  • critical illness
  • long term care
  • life and insured annuities
  • residential mortgages
  • investment and RRSP loans
  • securities-based lending

* by referral

Adding value every step of the way.

 

 

We invite you to compare our products and offerings with the services you’re currently receiving. The following checklist highlights some of the ways we add value — value that can enhance your wealth, starting today.