Zachary Eisner, CFP®, CRPC®

Vice President of Financial Planning at Opes Private Wealth Management.

Three Main Focuses: Business Owners, Divorcees, and Millennial’s with Equity Compensation Challenges

About
Building exterior in Toronto, Canada

Maximize your Financial Future!

“Catering to a diverse clientele, our professional services offer comprehensive solutions for business owners, divorcees, and equity compensation employees.”

Financial Planning

  • Establish Financial Goals
  • Create Budgets outlining income & expenses
  • Emergency Fund Planning
  • Invest based on Risk Tolerance & Goals
  • Review & Adjust the plan

Tax Efficient Strategies

  • Utilize low-cost ETFs to minimize expenses
  • Direct Indexing Solutions based on Risk
  • Analyzing tax-advantage accounts
  • In Depth Personalized Solutions
  • Reduce taxable events for better taxation rates

Long Term Relationships

  • Trust between clients and Zach
  • Constant communication to adjust portfolios
  • Ongoing education and guidance 
  • Loyalty & Commitment to financial goals
  • Accountability with market fluctuations

Working with Zach

As your primary point of contact for personal wealth and business financial needs, I offer hands-on, personalized solutions enriched by abundant resources.

At Opes Private Wealth Management, we have all the necessary resources to assist with any challenge that you might encounter.

Unlocking Financial Freedom: In Depth Strategies

Work with Zach Today

Let’s Make a Plan

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