Eric Zhang | Investment Advisor

Eric Zhang, PFP, CIM

Senior Portfolio Manager & Wealth Advisor

236-268-6991

604-257-7168

Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Investment Advisor

Eric Zhang, PFP, CIM

Senior Portfolio Manager & Wealth Advisor

Eric has been working in banking/investment industries for more than 15 years with different roles including Personal Banker, Financial Planner and now as an Investment Advisor in RBC Wealth Management - Dominion Securities. The various experiences & backgrounds provide Eric with a strong understanding of clients' complex financial needs and ability to help with a full service solution.

Eric graduated from University of Alberta with Statistics and Economics majors, he also holds both PFP (Personal Financial Planner) and CIM (Charted Investment Manager) designations. By acting as both a registered Financial Planner and Investment Advisor, Eric's focus is helping his clients achieve their goals with a clear financial plan and structured investment solutions.

Eric married with Rainie in 2010 and they have two kids Austin & Alicia. During the family time, the Zhang's Family love to have a picnic and go hiking. Eric was a player of his high school basketball team and now his favorite sports are tennis and soccer.

Who we can help?

Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets.Our clients include:

Busy executives and professionals looking to free their time to focus on personal and career goals

Successful business owners and self-employed professionals who need help managing personal and business assets

Pre-retirees who want to make the most of their savings as they approach retirement

Retirees who require innovative strategies to maximize their after-tax retirement income, while protecting their financial security

Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

Philanthropists looking for creative ways to enhance their legacies to chosen charities

Non-profit organizations requiring assistance managing investment assets according to specific guidelines

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.