ZhiQiang Alan Xu

ZhiQiang Alan Xu is a seasoned Wealth Advisor and Portfolio Manager with over 17 years of experience in developing comprehensive financial strategies and long-term investment management. He specializes in advising professionals, including IT engineers, dentists, lawyers, accountants, business owners, and retirees, focusing on investment and retirement planning, estate planning, tax efficiency, and insurance planning.

Based in Kanata, Ontario, Xu leads the Xu and Zhou Investment Management Group, the only wealth management team in the area offering services in both English and Mandarin. With a background that includes significant roles at major Canadian banks and a commitment to serving the Ottawa community, Xu combines his expertise with a personal touch, ensuring tailored financial solutions for his clients.

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