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Davis Zhang

Private Market Specialist Vancouver, BC

Davis Zhang has been in financial industry since 2005, and registered as private market specialist with Pinnacle Wealth Brokers since March 2011.

Before working as a private market specialist with Pinnacle, Davis Zhang was a Chemical Engineer in China and formerly registered as a Professional Engineer in Province of Alberta Canada. He participated and managed a variety of projects' development in Asia, Europe, and North America in areas of feasibility study, risk assessment and economic analysis. A successful personal real estate investment experience made Davis Zhang start his investment career in Canada.

Specializing in investments in the private sector which is an alternative solution for clients who want to diversify their portfolios to increase wealth. Davis provides free education to his clients to share the philosophy of award and risk in capital investment, securities structure, due diligence process, market study, current opportunities, and his personal investment experiences.

Davis has been;

  • Awarded Top Producer in 2011, 2013, 2014, 2015, 2016, and 2018.
  • A finalist for “The CFA Society Toronto Outstanding Advisor Alternative Investment Award” by Canada Wealth Professional in 2015.
  • A finalist for “The Sprott Asset Management Award for Best Advisor – Alternative Solutions” by Canada Wealth Professional in 2016.
  • A finalist for “The Sprott Asset Management Award for Best Advisor – Alternative Solutions” by Canada Wealth Professional in 2017

Davis does his additional due diligence for the products he shared too after the products have been well researched by Pinnacle’s product committee; Davis provides all the services in both English and Chinese.

Davis Zhang has successfully mentored more than 12 people to become private market specialist. He supports his team members to grow business together by sharing his personal investment, his experience in the private capital industry, answering questions and organize meetings.

Clients enjoy working with Davis Zhang because his positive attitude, his knowledge in capital market, transparency, working hard, excellent customer service and knowing that clients' interest always comes first.

A typical day for Davis includes scheduling appointments, phone conferences, meeting with clients and going to gym.

Davis is married have two kids. When he is not working or spending time with family he can be found working out in gym, playing ping pong, and traveling. His dream travel destination is Hawaii!

Davis Zhang自2005年至今一直从事金融行业,于2011年3月起成为Pinnacle Wealth Brokers的私人资本市场专家。

在加入Pinnacle之前,Davis Zhang在中国是一名化学工程师,亦曾经是阿尔伯塔省的注册工程师(P. Eng)。他曾参与并管理了亚洲、欧洲和北美的在可行性研究、风险评估和经济分析领域的项目开发。成功的个人地产投资经验让Davis开始了他在加拿大的投资生涯。

专注于私人资本市场的投资,这是为寻求通过实现投资组合多样化以增加财富的客户们的一种替代解决方案。Davis为他的客户提供免费的讲座,分享资本市场投资的风险与机遇的理念、证券结构、尽职调研流程、市场研究、当前机会和个人投资经验。

Davis已荣获:

  • 2011、2013、2014、2015、2016和2018年的Top Producer
  • 2015年加拿大Wealth Professional机构提名“多伦多特许金融分析师协会替代类型投资最佳顾问奖”
  • 2016年加拿大Wealth Professional机构提名“Sprott资产管理最佳顾问奖-替代类型投资”
  • 2017年加拿大Wealth Professional机构提名“Sprott资产管理最佳顾问奖-替代类型投资”

在Pinnacle产品委员会对产品进行了深入的尽职研究后,Davis也对他所分享的产品进行了额外的调研。Davis提供中英双语的服务。

Davis成功指导了超过12人成为了私人资本市场专家。他通过向团队成员分享个人投资、在私人资本行业的经验,回答疑问以及组织会议来共同发展业务。

客户喜欢与Davis合作,因为他正能量的积极态度、他对资本市场的了解、透明度、努力的工作,优质的客户服务以及总是将客户的利益放在首位。

Davis每天的日程安排包括客户预约、电话会议、与客户会面以及健身。Davis有两个孩子,他也很喜欢旅游,他最喜欢的度假目的地是夏威夷。

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