Wealth Advisor & Portfolio Manager
Zach is a Wealth Advisor & Portfolio Manager at National Bank Financial and a Partner with the Fairway Wealth Management Team with over 20 years of experience in Wealth Management. Zach graduated from Ryerson with a Bachelor of Business Management and worked as an Investment Associate with another Canadian investment firm before joining the National Bank Financial group in 2008. Zach is fully licensed in securities, funds and options. He enjoys the challenges of the investment markets and working with clients to provide them peace of mind for their financial future. Zach regularly reads many investment and financial blogs, listens to podcasts (both investment and sports related) and research. Zach has attracted a loyal client base and strives to follow an evidence-based investment approach which keys on relative strength indicators. As a part of his ongoing commitment to staying at the forefront of the industry, Zach is a Chartered Investment Manager (CIM) has continued his education by completing the requirements for the Fellow of the Canadian Securities Institute (FSCI).
Zach is located in our Toronto office which allows us to provide a more convenient location for our clients in and around the GTA. Zach is an avid reader, a Toronto Blue Jays, Pittsburgh Steelers, Toronto Raptors and New York Islanders fan, a crossfit enthusiast and also enjoys spending time with his family.