Cynthia Zhang, CFA, B.Comm. (Fin)

Investment Advisor

Email me
403-608-2817 | LinkedIn
403-299-7100

Cynthia Zhang - Investment Advisor

Cynthia graduated from the University of Calgary with a Bachelor of Commerce with a major in Finance and a minor in Economics.  She has many years of investment experience.  

She is passionate about helping clients to reach their financial goals.  She assesses a client’s financial situation, risk tolerance, and long-term objectives and recommends a diversified investment portfolio that aligns with their goals.  By understanding the client's needs, Cynthia creates a personalized investment strategy to manage the risks associated with various investment options, explain tax implications, and ensure compliance with relevant regulations. 

Cynthia Zhang is originally from China and moved to Canada in 2012. She now lives in Calgary with her husband Jason and two kids, Adam and Evelyn. When she is not working, she volunteers with the kids' school and is a board member for the Calgary Seawolves water polo club.

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