An analytical mind. A personal approach.
Meet Frank Zhou, CFA, MBA. An engineer’s curiosity, an investment professional’s discipline and a commitment to helping you understand your financial choices.
Frank Zhou
CFA, MBA — 20+ Years of Experience
Mutual Fund Representative
From engineering to financial advice
Frank's path began at Tsinghua University in Beijing, where he earned his Bachelor of Engineering in Electronics Engineering. Engineering taught him to break complex systems into understandable parts, to question assumptions and to trust evidence over sales talk — habits he has never dropped.
An MBA and the CFA charter carried that discipline into finance. Frank’s approach is rooted in helping people understand the reasoning behind a recommendation, especially when they are navigating financial decisions in a second language.
Today, with more than 20 years of experience, Frank serves families, newcomers and students from his Montréal-area practice. He explains investment choices in English and Chinese, with time for your questions and attention to your longer-term goals.
A path built on rigour
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Education
B.Eng. Electronics Engineering, Tsinghua University
Trained as an engineer at one of China's most respected universities — the origin of an analytical, evidence-first way of working.
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Graduate studies
MBA
Business school widened the lens — strategy, finance and decision-making — turning an engineer's rigour toward families' real financial lives.
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Designation
CFA Charterholder
The Chartered Financial Analyst designation, a globally recognized standard in investment analysis and professional ethics, earned through a demanding series of examinations.
Canada Life — 2026 Diamond Award
Recognized by Canada Life with its 2026 Diamond Award as a Top Performer in Wealth.
Know who you are working with.
Licensed to distribute mutual funds through a registered mutual fund dealer — for accounts such as RRSPs, TFSAs and RESPs.
Mutual funds are distributed through a registered mutual fund dealer. Frank holds mutual fund licences in Quebec, Ontario and British Columbia. The CFA designation reflects professional education and ethics; it does not make investment outcomes certain.
Learning. Connecting. Contributing.
A few moments from professional events and the Montréal community.
A good plan begins with a conversation.
Meet by phone, video call or appointment at our Saint-Laurent office.