Our Team

Danny Leung, CFP, CIM, CIWM, FMA, FCSI, TEP Executive Director, Portfolio Manager, Senior Wealth Advisor

With close to three decades of experience, Danny has worked with hundreds of individuals and families to help them achieve their financial goals. Combining a wealth of experience with in-depth financial knowledge, Danny carefully charts a financial road map that offers each client a full range of strategies that are uniquely tailored to their needs.

Rodrigo Palhares, CIM, MA Econ, IFC, Financial Analyst

Rodrigo is responsible for daily monitoring and analysis of client portfolios  by following a disciplined ZPWC investment process. Prior to joining the   ZPWC Team, Rodrigo had 15 years experience in senior financial management roles as well as teaching accounting at a University.  Rodrigo holds a Masters Degree in Economics along with degrees in Business and Finance.

Charles Licalzi, PFP, Associate Advisor

As a fully accredited Financial Planner with over 25 years of experience in the financial services industry, Charles specializes in providing full-service counsel to clients and their families. Charles has an unwavering passion to give back to his community by actively volunteering at local food banks and is an avid supporter of Covenant House.

Mary Tran, Client Service Coordinator, Admin. Assistant

Mary has a diverse background in the        professional service field 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.