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William Zhang, Financial Advisor

FINANCIAL ADVISOR
William M Zhang

CFP®, CIM®
60 Columbia Way, Suite 101, Markham, ON L3R 0C9opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations

About William

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. I have been in the financial services industry for most of my career 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 serving them everyday.

We specialize in working with business owners and retirees. Our investment philosophy follows a long-term conservative approach...

Work History

  • Edward JonesJune 2013 to Current

Education

  • University of TorontoBachelor of Science

Personal Interests

  • Tennis
  • Outdoor Enthusiast
  • Hiking
  • Reading
  • Golfing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sun Closed

Phone

(905) 415-2036

Fax

(855) 379-9329

Office Address

60 Columbia Way
Suite 101
Markham, ON L3R 0C9opens in a new window

More to explore

My priorities

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Setting your path

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

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