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Zach is a valuable member of the Mahrt Investment Group, serving as an Associate Investment Advisor. With a strong focus on trading and executing transactions within client portfolios, Zach plays a crucial role in ensuring efficient and effective portfolio management.
Beyond his trading expertise, Zach actively contributes to investment research and strategy development. His input and insights aid in the creation of well-informed investment approaches that align with clients’ financial goals. With a comprehensive understanding of trading, investment research, and strategy development, Zach is committed to delivering positive outcomes and helping clients achieve their desired results.
Zach holds a Bachelor of Science degree in mathematical economics and finance from the University of Victoria. He is actively pursuing the CFA Level 3 certification, underscoring his commitment to continuous professional development. As a registered representative and options trader, Zach brings a well-rounded skill set to his role, providing clients with comprehensive financial guidance.
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. Insurance products are offered through Wellington-Altus Insurance Inc. which is a separate company and not an affiliate of Wellington-Altus Private Wealth.
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