Zoe Wolpert

Director Financial Advice And Planning at Wealthsimple

Zoe Wolpert is a seasoned financial professional with extensive experience in financial advice and planning. Currently serving as the Director of Financial Advice and Planning at Wealthsimple since August 2019, Zoe has progressed through various roles including Senior Manager of the Advisor Team and Manager of Portfolio Management. Prior to this, Zoe worked at Richardson GMP from January 2015 to August 2019, holding positions as Associate Investment Advisor with Nicol Sanchez Wealth and Associate with The Horwood Team. Zoe's academic background includes a Bachelor of Commerce from the Ted Rogers School of Management at Toronto Metropolitan University and a course in International Business Studies from Universidad Carlos III de Madrid.

Links


Org chart


Teams

This person is not in any teams


Offices

This person is not in any offices