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    Mo Zhou
    M.Sc., CFA, CFP

    Address

    10175 — 101 St. NW
    19th Floor
    Edmonton, AB T5J 0H3

    Languages

      English

    My Background

    Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.

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