Zenith Private Wealth Counsel |
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Support and help at this time with COVID-19

Whether it’s to provide a list of resources or simply financial advice, we are committed to helping anyone who asks free of charge. Experiencing a loss of your business or job can be financially challenging, an elderly relative or neighbour may not be fully aware of government programs that could be available. Whether you’re client or not, we’re here to help you financially navigate through these difficult times. Additional details here.

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.

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

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