Investment Planning Counsel
Jeff Zhang, MBA, CPA has a strong background in financial analysis and reporting. With experience in companies like Investment Planning Counsel and TD, Jeff has played key roles in preparing annual business plans, overseeing financial decision-making, and providing valuable insights for senior management. With a Bachelor of Commerce in Accounting and a CPA designation, Jeff's expertise in finance is well-rounded and continues to grow through ongoing education, such as completing an MBA at Queen's University and participating in a Fintech bootcamp at the University of Toronto.
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Investment Planning Counsel
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.