Featured articles, interviews, and publications.
For Your Life
Exploring how couples can establish a robust financial foundation through strategic planning before marriage, enabling them to build prosperity together.
TRU Newsroom
A profile of Fred Zhou, CFP and TRU alumnus (BBA '09, MBA '11), sharing his career journey from human resource management to financial planning and his philosophy on maintaining forward momentum in life.
Maclean's
An exploration of financial planning as a rewarding career path, highlighting the opportunities and impact of helping Canadians achieve their financial goals.
FP Canada (YouTube)
A video profile showcasing the role of a Certified Financial Planner and the value they bring to clients seeking financial guidance.
FP Canada
A case study profiling the daily activities and responsibilities of a Certified Financial Planner, showcasing the work and expertise involved in professional financial planning practice.
IIAC
Recognition as one of the Top Under 40 professionals in the investment industry by the Investment Industry Association of Canada.
The Globe and Mail
TD Wealth financial planners discuss how they guide clients through financial planning challenges by emphasizing goal-setting, simplicity, and education rather than complex investment jargon.