April Zhang

April Zhang

CFA, CAIA, CFP®, FRM

Planificateur de patrimoine, groupe Planification de patrimoine avancée

April Zhang

April joined Wellington-Altus in April 2022 and is based in Toronto, ON, where she supports the Advanced Wealth Planning Group by working with advisory teams and clients.

Prior to joining Wellington-Altus, April spent 8 years with Manulife and 9 years with RBC in a variety of roles, including product research and development, private equity and debt portfolio management, and personal wealth planning. April is passionate about applying her knowledge and experience to help Wellington-Altus clients achieve their wealth planning goals. She believes in integrity, hard work, and education, and strives toward living a fulfilled life of growth and opportunity.

April holds a Bachelor of Economics and a Diploma of Financial Planning and Management. Outside of work, she enjoys reading, trying new foods and hiking.