Zenith Private Wealth Counsel

We offer a full suite of customized wealth planning services. For over 25 years, the Zenith Private Wealth Counsel team has been working with professionals, retirees and business owners; creating the life they desire; enhancing the lives of those they care about; and establishing a living legacy that represents their passions and values. We are committed to providing you with a full suite of holistic wealth strategies and a level of service that’s unsurpassed in the industry. Our clients are successful individuals who maintain a long-term perspective on their investments, seeking optimal risk-adjusted investment returns, tax efficiencies, retirement management, efficient wealth transfer, philanthropy and legacy planning. Understanding the value of delegating important responsibilities to trusted professionals, they have entrusted our team to look after their wealth management so they can spend more time enjoying life with the people they care about. We keep our clients informed and provide guidance to make any necessary changes to help sustain, protect and enhance their wealth. Danny is a Portfolio Manager with Zenith Private Wealth Counsel, iA Private Wealth and an Insurance Advisor with Investwise*.