Kuan (Mike) Zhang

“As an investment advisor, I strive to help my clients with customized solutions that help grow and preserve their wealth. Whether building for the future, planning for retirement, or leaving a meaningful legacy, seeing them live the life they want and the smiles on their faces are the greatest enjoyments of my wealth management career.”

Since 2009, Mike has been helping clients to understand and navigate the financial world. He has worked with several of the largest financial institutions in Canada and can advise clients on an array of matters including retirement planning, financial management, estate and tax planning, investing, and more.

Mike takes a full view of his clients’ needs, getting to know what their desires are and working with them to set objectives. With his experience and knowledge as an investment advisor, he is able to leverage tools that enable people and businesses to overcome financial hurdles and accelerate growth.

Mike holds a Certified Financial Planner - CFP® designation and is working towards completing a Chartered Investment Manager (CIM®) designation. As an Investment Advisor, he can provide a combination of personalized advice and access to a full suite of investment products through Aviso Wealth, including mutual fundsᶲ, stocksᶲ, bondsᶲ, exchange-traded fundsᶲ (ETFs) and more.