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Stan Zhu

BSc

Associate Advisor, Richmond

Stan joined NWM  in January 2014 and is now an Associate Advisor in our Richmond office.

Following his graduation from the University of Victoria with a Bachelor of Science in Economics, Stan worked for two years in the Canadian financial industry, including roles in a bank as well as a securities company.  He then worked for two years at a state-owned enterprise in China.

At an early age, Stan participated in the management of his family business which has instilled a thorough understanding of the financial needs of entrepreneurs and high-net-worth clients within Chinese communities. His experience in Canada exposed him to the business and financial environments in Canada and North American. Fluent in Mandarin and English, Stan easily understands the issues our Chinese and new-immigrant clients face including taxation, financial planning, and investment management.

Stan is currently working towards completion of the CFA and CFP. As a CFA level II candidate, Stan is accountable to the CFA Standards and Code of Ethics.

Outside the office, Stan enjoys running, hiking, golfing, as well as yachting and snowboarding.

Question & Answers

  • What is your favourite Canadian city other than Vancouver?

    Victoria.

  • What languages do you speak?

    Mandarin, English.

  • What would be your last meal?

    Mom-made noodle soup.

  • What is your favourite website to waste time on?

    Business Week.

  • What is your favourite ice cream flavour?

    Chocolate.

  • If you could play any sport professionally, what would it be?

    Basketball.