Work History
Edward Jones
Edward JonesJune 2013 to Current
FINANCIAL ADVISOR
William M Zhang
CFP®, CIM®
60 Columbia Way, Suite 101, Markham, ON L3R 0C9opens in a new window
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...
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 Jones
Edward JonesJune 2013 to Current
Education
University of Toronto
University of TorontoBachelor of Science
Education
University of Toronto
University of TorontoBachelor of Science
Personal Interests
- Tennis
- Outdoor Enthusiast
- Hiking
- Reading
- Golfing
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
MarkhamMore to explore
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