WHO WE ARE

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Profile | Franc Zhang | Sequoia Wealth Financial Inc

Franc Zhang

Wealth Planning Specialist

Franc moved to Canada from China over 30 years ago. In the last 27 years, he has very successfully invested in the financial and real estate markets, and utilized tax and estate planning. Directly prior to Sequoia Wealth Financial, he held the position consultant in Investors Group Financial serviced since 2002.

Franc specializes in the complexities of developing and implementing comprehensive personal financial road maps for the owner-manager, high incomers, high net worth family and professionals. His clients also have the unique advantage of consulting Franc on their real estate investments…whether it is a home, rental property, commercial real estate or recreational property, their personal health lifestyle, personal development. Franc can advise you on how they fit with each life stage.

Franc has broad interests and knowledge having traveled to over 50 countries. He is an avid reader and attends world-class seminars for professional and personal development.

Sequoia | Sequoia Wealth Financial Inc
Sequoia | Sequoia Wealth Financial Inc
Wealth Planning | Sequoia Wealth Financial Inc

Wealth Planning

Planned wealth building is structuring your wealth while building it, preserving it, and in order to transfer it to the next generation tax-optimised. It is a mix of tax planning, wealth protection, estate planning and business succession planning ...

Learn More >

Asset Protection | Sequoia Wealth Financial Inc

Asset Protection

People protect their house and their cars with insurance, and does not have adequate protection in their most valuable asset - themselves? Your life and ability to work are often overlooked as assets that need protecting. Let us perform an "audit" ...

Learn More >

Estate Planning | Sequoia Wealth Financial Inc

Estate Planning

Any Estate will go to: 1) Love ones, 2) Charity, and/or 3) CRA. We can assist with some proactive strategies that will limit the amount of tax that your Estate will lose to the government and maximize the benefits for your generations to come.

Learn More >

Charitable Giving | Sequoia Wealth Financial Inc

Charitable Giving

Planned charitable giving can significantly enhance the value of a gift to a charity and fulfill the personal will. There are a number of strategies that we can help you implement that will allow you to make gifts that costs in the most tax-efficient ...

Learn More >

Wealth Planning | Sequoia Wealth Financial Inc

Wealth Planning

Planned wealth building is structuring your wealth while building it, preserving it, and in order to transfer it to the next generation tax-optimised. It is a mix of tax planning, wealth protection, estate planning and business succession planning ...

Learn More >

Asset Protection | Sequoia Wealth Financial Inc

Asset Protection

People protect their house and their cars with insurance, and does not have adequate protection in their most valuable asset - themselves? Your life and ability to work are often overlooked as assets that need protecting. Let us perform an "audit" ...

Learn More >

Estate Planning | Sequoia Wealth Financial Inc

Estate Planning

Any Estate will go to: 1) Love ones, 2) Charity, and/or 3) CRA. We can assist with some proactive strategies that will limit the amount of tax that your Estate will lose to the government and maximize the benefits for your generations to come.

Learn More >

Charitable Giving | Sequoia Wealth Financial Inc

Charitable Giving

Planned charitable giving can significantly enhance the value of a gift to a charity and fulfill the personal will. There are a number of strategies that we can help you implement that will allow you to make gifts that costs in the most tax-efficient ...

Learn More >

CLIENT BENEFITS

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Customized Advice

Trustworthy Advisors

Money Managers

Transparent Approach

Life Style Sharing

Specialized Service Providers

Customized Advice

Trustworthy Advisors

Money Managers

Transparent Approach

Life Style Sharing

Specialized Service Providers

  • 70 Centrepointe Drive
  • Ottawa, ON
  • K2G 6J5