Welcome to our home page, and thank you for taking the time to get to know us!
I grew up in downtown Toronto in the heart of Leslieville, and have lived in the GTA for most of my life. For the entirety of my professional career, I have always been in the financial services industry and joined Edward Jones as a Financial Advisor in 2013. We are fortunate to have developed tremendous relationships with our clients over the years, and strive to get better at servicing them everyday.
We specialize in working with business owners, professionals/executives and high net-worth families. Our investment philosophy follows a conservative and long term approach to preserving the wealth of our clients. We believe in partnering with other professionals (Accountants and Lawyers) to provide the best client experience, and ensuring all of their needs are met.
Our practice is located in Markham, ON. and managed by our Branch Office Administrator, Komalpreet Kaur. Komalpreet joined our team with an extensive background in office management, and is the first point of contact for all our clients.
When I'm not at the office, you can find me playing tennis, going on hikes and camping with my friends and family. I graduated with a Honours Bachelor of Science degree from the University of Toronto, and we look forward to hearing from you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
My Personal Interests
- Outdoor Enthusiast
Phone NumberWilliam M Zhang at (905) 415-2036
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:30PM|
|Sat||By Appointment Only|
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