As a Portfolio Manager & Wealth Advisor, Zach provides his clients a personalized wealth management experience tailored to their lifestyles and financial objectives. With a strong focus on goals-based planning, he ensures that his clients feel at ease throughout the entire planning and investment process.
Zach's journey in Finance began at Eastern Michigan University. He excelled academically and athletically, earning a division 1 golf scholarship and a Bachelor of Business Administration degree. Since joining the financial industry, he has become accredited as a Chartered Investment Manager (CIM) and has obtained his insurance license.
Prior to joining RBC Dominion Securities, Zach refined his skills at an independent financial planning firm. Backed by more than 10 years of financial services industry experience, he is committed to cultivating strong long-term client relationships.
A local to Vancouver, Zach has strong ties to the community where he was born and raised. Away from work, he balances his passion for financial markets with a love for sports, often staying active skiing and golfing during his leisure time.
