Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:


Lead Impact: Disrupting the Charitable Sector with Diana Zhang

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PostedNovember 25, 2021

Episode Summary

Diana Zhang is the CEO and Co-Founder of NeighborShare a rapidly growing direct giving platform that empowers communities to support families within their own communities in critical moments of need.

In this podcast Diana speaks with Senior Wealth Advisor Ron Haik about why she left a successful career in finance to pursue NeighborShare and has used venture philanthropy to run her charity, a model that is similar to how many tech startups operate and unique in the charitable sector. She shares what made her decide to pursue her charity full time, how she is using the venture capital model to disrupt the way charities fundraise and why it is so important to help communities support those in need.

Key Takeaways


Episode Featured on:

The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.

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Guest Bio

Diana Zhang

Diana Zhang is the CEO and Co-Founder of Neighborshare, a rapidly-growing direct giving approach that empowers our communities’ frontline heroes to help families through critical moments of need of $400 or less.

Prior to Neighborshare, Diana spent 15 years in strategy and operations as an executive at Bridgewater Associates, a premier asset management firm with $150 billion AUM.

Outside of work, Diana is passionate about food and advocating on behalf of those who lack access to it. She serves on the Board of the Connecticut Food Bank / Foodshare.

About The Host - Ron Haik

Ron Haik is a Senior Financial Planner and the Ontario Regional Manager in the Nicola Wealth’s Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment.

For his full bio, visit:


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