It’s our business to take care of you and yours

 

Serving clients for over two decades, Zaks Private Wealth is a full-service practice specializing in wealth management solutions for business owners and entrepreneurs. Like the clients we serve, we understand first-hand the level of dedication and planning that is required to build and manage a business. Holding ourselves to the highest standard, we provide a sophisticated, personalized, and complete wealth management experience that not only enhances but also safeguards your wealth. Our team works hard to capture opportunities for growth and leverages tailored strategies that will evolve with your changing personal and business needs. 

  • Who we are

    Under the experienced leadership of Tom Zaks, our dedicated team takes pride in delivering wealth expertise through white-glove service.

    Our team

  • What we do

    Our wealth approach is never one-size-fits-all, but rather constructed piece by piece according to your unique situation and preferences.

    Our solutions

  • Resources

    We are committed to educating Canadian entrepreneurs on all things wealth management, investments, and business strategy.

    Our resources

As a seasoned portfolio manager and wealth advisor, an author, a former business TV commentator, and an experienced university lecturer, I’ve honed my expertise and dedicated myself to improving the financial lives of Canadian entrepreneurs. If you’re a business owner with a complex wealth picture, I've seen your situation thousands of times, so I know I can help you clarify, optimize, and enhance it."

– Tom Zaks, Portfolio Manager & Wealth Advisor, educator, and author

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