Our Team
Danny Leung, CFP®, CIM®, CIWM, FMA, FCSI, TEP, Portfolio Manager, Senior Wealth Advisor
With close to three decades of experience, Danny has worked with hundreds of individuals and families to help them achieve their financial goals. Combining a wealth of experience with in-depth financial knowledge, Danny carefully charts a financial road map that offers each client a full range of strategies that are uniquely tailored to their needs.
Charles Licalzi, PFP, Associate Advisor
As a fully accredited Financial Planner with over 25 years of experience in the financial services industry, Charles specializes in providing full-service counsel to clients and their families. Charles has an unwavering passion to give back to his community by actively volunteering at local food banks and is an avid supporter of Covenant House.
Rodrigo Palhares, CIM, MA Econ, IFC, Financial Analyst
Rodrigo is responsible for daily monitoring and analysis of client portfolios by following a disciplined ZPWC investment process. Prior to joining the ZPWC Team, Rodrigo had 15 years experience in senior financial management roles as well as teaching accounting at a University. Rodrigo holds a Masters Degree in Economics along with degrees in Business and Finance.
Mary Tran, Client Service Coordinator, Admin. Assistant
Mary has a diverse background in the professional service field and wide-ranging experience in events coordination. Previous to this role, Mary served as administrative assistant at the Society of Composers, Authors and Music Publishers of Canada for six years.
Jaclyn Leung, Associate Investment Advisor, Honours BSc
Jaclyn is a licensed Associate Investment Advisor, and holds an Honours BSc from the University of Toronto through the Specialist Program in Psychology. Applying an interdisciplinary approach, she believes relevant financial advice is grounded in understanding the alignment of each client’s relationship with their finances and their nuanced needs.
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