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FINANCIAL ADVISOR

Oliver Zhang

CFP®, CIM®
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Education Savings Strategies
  • Business Owner Considerations

Personal Interests

  • Basketball
  • Cycling
  • Music

Request a Consultation

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Fax

(866) 458-4501

Branch Team

  • Crystal Yu
    Sr. Branch Office Administrator

Office Address

4800 No.3 Road
Unit 148
Richmond, BC V6X 3A6opens in a new window

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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