Member

Zael Miransky

Toronto

MCO Private Wealth

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Zael Miransky

Member Bio

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Zael has been in the industry for 16 years. Zael followed in the footsteps of his father Rami and has taken over the financial planning practice. Zael is a Certified Financial Planner focusing on the preservation of wealth through strategic financial and tax planning. Zael primarily works with seasoned professionals and retirees building long lasting relationships based on loyalty, trust, honesty and integrity.
Zael enjoys playing golf with friends, family and clients when he can find the time. Zael also enjoys spending the time in the outdoors at his cottage.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Divorce
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Succession Planning

Designation(s)

CFP (Canada)
RRC

Compensation Models

Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

IAFP
Advocis

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

11 to 25

Investment License

Securities

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
Nova Scotia
Ontario
Quebec
Saskatchewan
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