Scott Zhang

Scott Zhang, Investment Specialist

Regions: Richmond

“With over five years of investment management experience and a strong academic background in finance, I work closely with our team of wealth management professionals to provide a holistic approach to financial advice for our membership.”

Scott has successfully completed the Investment Funds in Canada, Canadian Securities and Wealth Management Essentials courses. Scott graduated from the Master of Science in Finance program from Simon Fraser University in 2015 and he is currently working on his Certified Financial Analyst Level III certification.

Scott understands that having a plan in place and the appropriate asset allocation is the key to financial success. Scott believes that members should meet regularly with their financial expert to review their goals, current situation and asset allocation to ensure they are on track.

Scott specializes in developing personalized financial and tax efficient investment strategies for G&F members to achieve their financial goals. As a Credential Asset Management Inc. Mutual Funds Investment Specialist, Scott is able to offer a full array of mutual funds to help members achieve their financial goals.
*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc

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