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Hand-selected for their expertise, every member of the Zaks Private Wealth team works to provide the best service possible. We understand and assess your personal goals, leverage the resources available at RBC’s disposal, and provide a comprehensive wealth management plan suited to your unique situation.
– Tom Zaks, Portfolio Manager & Wealth Advisor, educator, and author
Portfolio Manager & Wealth Advisor
Innovative, strategic, and driven, business owners are a special breed. Tom Zaks recognized this long before he founded his wealth management practice in 2001. “I always wanted to be a business owner,” says Tom, whose unflappable entrepreneurial spirit drove him to eschew his success as an engineering student at the University of Toronto for a degree in finance and marketing, and later to leave a high-paying job as a leasing agent for a humble start as a rookie investment advisor. At RBC Dominion Securities, Tom discovered a place he could build something equal parts unique and necessary – total wealth management for business owners – and he’s been growing and evolving his business ever since.
As portfolio manager and wealth advisor, Tom thrives on guiding fellow entrepreneurs and business owners to and through financial well-being, developing and executing on a plan that’s tailored to their particular situations, needs, and goals, while mitigating risk and capitalizing on opportunities. An energetic and thoughtful partner, Tom is invested in each step of the wealth management process, be it conducting initial meetings with clients, monitoring their portfolios, or coordinating with specialists.
Tom is deeply dedicated to helping Canadian business owners thrive. In addition to helping hundreds of entrepreneurs make the most of their wealth over the last 20-plus years, Tom has shared his deep knowledge as a long-time instructor at Toronto Metropolitan University, a contributing writer for The Globe and Mail and Enterprise Magazine, the author of three finance guidebooks for business owners, a regular guest speaker on BNN and CP24, and an Ontario Superior Court of Justice-appointed financial planner.
Associate Advisor
With nearly 25 years of financial services experience, Lata has a client-first attitude and strong work ethic, providing our clients with timely, efficient, and courteous service. Fostering her love for math, Lata earned a Bachelor of Mathematics degree as well as a Master of Business Administration (MBA) degree in Finance. Having joined the financial industry in 2001, she continues to utilize her analytical background and interpersonal skills to help clients reach their financial goals.
A member of our team since 2003, Lata is an associate advisor, supporting our team with investments, trading, and client communications. Her proactive mindset and ability to thoughtfully traverse the intricacies of the markets have allowed her to offer an exceptional experience for our clients. Lata finds fulfillment in the dynamic nature of her responsibilities and cherishes the gratitude expressed by clients for her meticulous care.
Committed to professional development, Lata has completed the Wealth Management Essentials (WME) Course and is also options and insurance licensed.
Associate
With over a decade of industry experience, Marianna strives to consistently provide the highest level of service for our clients. Having joined the financial services industry in 2013, Marianna worked in roles that highlighted her strength with numbers as well as with people. From an early position in investment management to another in recruitment and training, she excels at building personal relationships and organizing account information.
A member of our team since 2014, Marianna is an associate, managing account operations, administration, and asset allocation. She is a first point of contact for clients, thoughtfully organizing meetings to discuss portfolio opportunities, personal finance goals, and estate planning, as well as collaborating with clients’ accountants during tax season. A fully licensed investment representative, Marianna also efficiently handles day-to-day tasks ranging from RSP and TFSA contributions to fund transfers and withdrawals.
Committed to ongoing education, Marianna has completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) Course.
Introduced to the concept of saving and investing at a young age, Sharan pursued this passion through school, specializing her studies in finance as she attended Sheridan College for Business Administration and then Toronto Metropolitan University for her Bachelor of Commerce degree. She joined RBC in 2004, cultivating her attention to detail, proactive mindset, and client-focused approach as a customer service representative and then as an associate.
A member of our team since 2022, Sharan is an associate, and acts as the first point of contact for many of our clients, helping to keep all their information up to date. Leaning on two decades of industry experience, she manages administrative affairs related to client portfolios, financial planning, insurance, and compliance matters, and is honoured to be a part of our clients’ financial journeys.
Sharan has also completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) Course.
As experts in the financial matters of business owners, we work to align your personal and professional goals so that you can focus on what you enjoy most in life.
