Eric, our Team Leader and Senior Portfolio Manager, brings more than 15 years of wealth planning experience, oversees portfolio strategy, asset allocation, and tailored wealth planning for clients. He ensures each client has a clear plan and structured investment approach aligned with their financial goals.
Graduated from University of Alberta with Statistics and Economics majors, Eric holds both PFP (Personal Financial Planner) and CIM (Charted Investment Manager) designations. By acting as both Financial Planner and Portfolio Manager, Eric brings a dual perspective that helps clients connect long-term financial goals with disciplined portfolio strategies.
Eric married Rainie in 2010, and they have two children Alicia & Austin. In their spare time, the Zhang Family enjoys picnics and walks along the beach . Eric was a basketball player of his high school team; Besides basketball, he also enjoys swimming, tennis and soccer.
