About Us
Since 1988, we’ve had the pleasure of helping hundreds of families navigate their finances in each stage of their lives.
Zenith Private Wealth Counsel is comprised of a team of advisors with over 50 years of combined investment experience within Industrial Alliance Securities Inc. Industrial Alliance Financial Group is Canada’s leading non-bank financial institution established in 1892 serving over 4 million clients, with over 6800 employees nationwide, 700 Advisors, $180 billion in assets under management and a $4.7 billion market cap.
The Zenith Difference
You’re rolling your eyes aren’t you. We feel you. Every company wants to differentiate themselves, but you don’t need to squint very hard to realize that most companies’ claims match those of everyone else in their industry. Reflecting on more than 30 years of service has allowed us to take stock of our three main differences – real ones:
We’ve Got Alphabet Soup
CFP®, CIM®, CIWM, FMA, FCSI®, TEP. It doesn’t matter what they individually mean. What matters is how they affect you: holistic licensing like this means that the solutions we can offer you aren’t limited. A truly complete financial plan needs alphabet soup.
We Eat Our Own Cooking
One of our core beliefs is that our incentives should be aligned with those of our clients. That’s why we are invested in virtually everything that we recommend for you. You know we’re looking out for you because we’re simultaneously looking out for ourselves.
A Team of Actual Pros
We believe in agility and flexibility. Our team of six is comprised of professionals – actual experienced and qualified people. We come together like a 3-star Michelin kitchen, except the dish we’re cooking up is your financial freedom. Meet the team!
Our Mission
Protect. Grow. Preserve. These are the three pillars that form the foundation for how we traverse unpredictable financial terrain for our clients. After three-plus decades in business, we’ve learned a few things – not the least of which, is that when it comes to money matters, you want the choice of hands-off confidence to just know that we’re moving all the right chess pieces at the right times with your specific goals in mind.