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J. Zechner Associates Inc.

Address

130 Adelaide Street West, Suite 1701
Toronto, Ontario M5H 3P5
(416) 867 - 8945
Toll Free: (866) 259 - 6482
info@jzechner.com
www.jzechner.com

Principal Contacts

David Cohen
President
Tel: (416) 867 - 8649
DCohen@jzechner.com

Alison Sainsbury
Chief Compliance Officer
Tel: (416) 867 - 8884
asainsbury@jzechner.com

Client Minimums

Private: $150,000
Institutional: $150,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec
  • Saskatchewan

* indicates a physical location in this province

FIRM HISTORY AND ORGANIZATION INCLUDING OWNERSHIP

J Zechner Associates was founded in 1993 and enjoys stable ownership. Since then, we have built an entrepreneurial organisation focused on serving the investment management needs of institutional clients, mutual funds, as well as high-net worth individuals and families.

At J Zechner Associates, our clients have the advantage of being served by a team of talented, experienced professionals. Each professional brings their own expertise and talent to a structure that emphasizes a team approach to money management while respecting each individual’s skill and experience.

J Zechner Associates is 100% owned by its partners, all of whom are actively working for the firm. Every one of our principals has a stake in our performance, growth and client servicing. We have built a strong, family-like team – a company culture that carries over to our relationships with our clients.

WHAT DIFFERENTIATES OUR FIRM

With over 20 years experience of servicing institutional investors, we understand the importance of partnership and accountability. We stay focused on our time-tested strategies. We’re not trying to be everything to everyone. We believe our scale puts us in an optimal balance: small enough to give our clients a high level of access, large enough to provide thorough support and service. Similarly, on the investment side, our size is often is often advantageous in terms of access to emerging deals and the liquidity of the positions available to us. We understand the effort and analysis involved in setting the stage for a long-term partnership; we strive to provide our clients with distinctive service and value.

 

Integrity, Service, Results