“Helping clients achieve financial clarity and success is my greatest reward. By addressing complex challenges with tailored strategies, I strive to create lasting impact.”
Zain Jessa is a highly skilled wealth advisor with extensive experience in tax and financial planning for high-net-worth individuals, families, and business owners. A Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP), Zain has also completed in-depth tax training, equipping him with the expertise to develop sophisticated strategies that address complex financial needs.
Zain earned his Bachelor of Commerce from Queen’s University’s Smith School of Business and has built his career at leading organizations, including RBC Wealth Management as a Financial Planning Specialist, where he focused on high-net-worth planning, and KPMG as a Senior Tax Manager, providing in-depth tax advisory services to affluent clients and businesses.
A proud father and an avid hockey and basketball player, Zain is passionate about building meaningful client relationships and crafting strategies that address their unique financial goals.