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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 | Your Team
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Your Team

At Zenith Private Wealth Counsel, our team approach is the foundation towards delivering the right mix of sound financial guidance, service excellence and personalized results.  With every meeting and every conversation, we affirm that it is a privilege to be your trusted wealth management professionals in helping build…Your Wealth, Your Life, Your Dreams.

Danny Leung

CFP®, CIM®, CIWM, FMA, FSCI®, TEP

Director, Private Client Group

Portfolio Manager

Danny Leung

CFP®, CIM®, CIWM, FMA, FCSI®, TEP
Director, Private Client Group  |  Portfolio Manager

 

Danny began his career as an investment advisor in 1988. He is one of the few wealth managers to become a portfolio manager in 2000, when he and a small number of progressive advisors embraced the use of Exchange Traded Funds (ETFs) and options strategies to help mitigate portfolio risks and enhance returns. Through the years, Danny has developed a complete suite of holistic strategies to help his clients reach their financial goals. From cash flow management and retirement planning to estate freezes and corporate restructuring, Danny’s wealth of experience and in-depth financial knowledge have helped hundreds of individuals and families achieve their financial goals. Danny and his team of professional advisors can help tailor a specific plan to optimize the result in reaching each of our client’s goals, whether it is for individuals, families, or business owners. More importantly, Danny recognizes that wealth management is not just about investing, it’s about strategic planning to reflect each client’s unique circumstances and dreams.

Jonathan Kwan

M.B.A, CIM®

Senior Investment Advisor

Jonathan Kwan

MBA, CIM®
Senior Investment Advisor

 

Following a successful business career, Jonathan entered the financial services industry in 1991. Jonathan specializes in working with individuals in the 50+ age range, as well as business owners and professionals. Like Danny, he believes in taking a conservative, long-term approach and helping clients develop strategies to preserve their wealth and enhance growth through astute tax and estate planning.

Rodrigo Palhares

MAEcon, IFC.

Financial Analyst

Rodrigo Palhares

MAEcon, IFC.
Financial Analyst

 

Rodrigo is responsible for daily monitoring and analysis of client portfolios by following a disciplined ZPWC investment process. With a highly rigorous and tactical approach to observing evolving markets, Rodrigo thrives on integrating data trends towards portfolio modelling optimization and to support portfolio management decisions.  Prior to joining the ZPWC Team, Rodrigo had 15 years of experience in numerous senior financial management roles in the chemical, textile, real estate, mining and healthcare sectors as well as teaching strategic planning, accounting and economics at a University. Rodrigo holds a Masters Degree in Economics along with degrees in Business and Finance. In his spare time, Rodrigo has a passion for watching and playing soccer. As a music enthusiast, Rodrigo plays the guitar and was also formerly part of a band.

Mary Tran

Co-ordinator, Client Service Excellence

Administrative Assistant

Mary Tran

Coordinator, Client Service Excellence
Administrative Assistant

 

Mary has a diverse background in professional service fields and wide-ranging experience in events coordination. Previous to this role, Mary served as administrative assistant at the Society of Composers, Authors and Music Publishers of Canada for six years. She attended Ryerson University for Image Arts: Film Studies. In her spare time, Mary enjoys traveling, arts and crafts, and hiking.

Brad McDonald

B. Comm.

Marketing & Business Development

Brad McDonald

B. Comm.
Marketing & Business Development

 

Brad coordinates and mobilizes new and existing marketing initiatives as well as client service programs. Attention to detail, good listening skills and great empathy are trademarks of Brad’s appreciation towards building long term client relationships. A Bachelor of Commerce graduate, Brad is also a licensed Investment Representative, Ontario Life Licensed insurance agent and Certified Wealth Mentor by DNA Behaviour International. Brad and his lovely wife, Kalen, have two children and two dogs. When away from business, Brad enjoys spending time at the cottage, playing golf and hockey.