William M Zhang

Clients come first. That has and will continue be the focus and priority with our practice.

As a Financial Advisor with Edward Jones, the most rewarding aspect of my role is to be given the opportunity to partner up with our clients for life. To help them plan and achieve their goals (retirement, business succession, etc.) has made our work meaningful, and we strive to get better at servicing our clients 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 growing and preserving the wealth of the clients. We believe in partnering up with other professionals (Accountants and Lawyers) to provide the best experience, and ensuring all of our clients' needs are met.

I'm passionate about tennis, and enjoy camping and hiking. I graduated with a Honours Bachelor of Science from the University of Toronto, and we look forward to hearing from you.