Zhan Zhang

Financial Planner @Scotiabank

Mississauga, ON, CA

As a Scotiabank Financial Planner, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule. Using a disciplined approach, I advise on the following valuable services-Goals/financial assessment -Customized financial planning -Tailored investment solutions -Retirement and retirement income planning-Tax-deferral strategies I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotiabank’s Financial Planner team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.

Concordia University

Bachelor's degree

Marianopolis College

CEGEP

CFA Institute

Finance

IQPF with Distinction

Financial Planning and Services