James Zhang
MBA, CFA^®

My Background

James Zhang stands at the intersection of sophisticated financial acumen and family-centred counsel. With a proven track record in tailoring investments for some of Canada's most successful families, James brings institutional-calibre expertise to the complexities of multigenerational wealth management.

His incisive, institutional-level financial acumen paired with genuine curiosity about his clients' businesses and personal aspirations served him well when managing proprietary investments for the family office behind Brookfield Asset Management, where he crafted bespoke investment solutions that balanced growth with preservation and addressed macroeconomic and tax planning considerations.

As former Interim Regional Director of Investments for BMO Private Investment Counsel in the GTA, James oversaw the strategic development of our $50+ billion investment platform. This institutional perspective informs his approach to private client work, particularly in alternative investments—private equity, credit, and hedge funds that can help to protect and enhance portfolios significantly.

James centres on his three core priorities: maximizing intergenerational wealth transfer, empowering philanthropic initiatives to support my clients’ causes, and constructing meaningful legacies that authentically reflect family values. He anticipates needs, listens between the lines, and transforms complex financial challenges into clear, bespoke strategies.

Fluent in Mandarin, Cantonese, and English, James holds the Chartered Financial Analyst (CFA^®) and Chartered Alternative Investment Analyst designations, a CFA Institute Certificate in ESG Investing, and an MBA from the Ivey Business School at Western University, where he completed his undergrad degree with Distinction.

When not crafting sophisticated wealth solutions, James enjoys travelling with his family and supporting his daughter's figure skating and swimming pursuits and his son's tennis and hockey endeavors. He serves on the parents’ committee at his children’s school and regularly contributes to BMO charitable events. A technology enthusiast fascinated by innovation, he stays active through tennis and badminton and is currently exploring curling and pickleball.