– Corey Mace, Head Coach, Saskatchewan Roughriders
At Zelos, we believe financial well-being and quality of life go hand in hand. With steadfast determination, industry leading expertise and a deep sense of care, our team works to deliver optimized financial results for our clients through our proprietary wealth management platform. Whether you are an entrepreneur, affluent family, or institution, we will help you access institutional quality investment opportunities and portfolio strategies. At Zelos, we don’t just manage investments, we build robust, risk-aware portfolios to optimize our clients’ financial well-being. Our firm is differentiated by its values and its people. Our team of financial thought leaders bring their diverse global investment perspectives together to create a differentiated approach to portfolio construction. Our firm is independent from financial institutions, enabling a structure that is truly aligned to clients’ best interests. Zelos provides a full range of financial advisory services to lower-middle market companies. Ask us how we can help you!
WEALTH MANAGEMENT
CORPORATE ADVISORY
Dan B
2024-09-25
Trustindex verifies that the original source of the review is Google. I am not good with numbers, nor am I good at understanding investments - so to say that the Zelos team have taken incredible care of me would be an understatement. They listen to your financial desires and build a portfolio that makes sense for you -- and they explain it to you in a way that makes sense!
Today: I understand my investments - and, more importantly, those investments are always heading in the right direction (up). I sleep soundly knowing that my investments are in their hands.
Rosabel Bong
2024-09-14
Trustindex verifies that the original source of the review is Google. Zelos investment takes the time and care to learn about your financial goals and help to build a portfolio based on this. The team is meticulous, responsive, and personable.
Eric Ng
2024-09-08
Trustindex verifies that the original source of the review is Google. Gilbert approached my wife and I regarding our investments which we have little knowledge of. He has demonstrated an excellent understanding of our financial needs and goals and he delivers his advice with these clearly in mind.
We have complete confidence in him and his team at Zelos Capital and their professional abilities and we have always found their advice to be clear, relevant and prudent, hence we have switched our investments to Zelos and have seen positive returns which ensured us that our investments are in good hands.
If you're looking for someone to help you with your investment, we highly recommend you speak with a Zelos team member.
Cindee
2024-08-23
Trustindex verifies that the original source of the review is Google. I moved to Calgary recently with my son and needed help getting our finances in order. Gilbert made this process simple and less intimidating - exactly what I needed as I don't have much knowledge in this area. His team has been incredibly helpful and genuinely care about my family. I've had such a great experience with them and I'm confident that my investments are in good hands. I highly recommend working with Zelos.
Greg Gee
2024-06-15
Trustindex verifies that the original source of the review is Google. "Exceptional service and expertise! I've been incredibly impressed with Zelos's wealth management services. Gilbert and his team is highly knowledgeable and proactive in guiding me through investment strategies tailored to my financial goals. They demonstrate a genuine commitment to their clients' success, offering clear explanations and regular updates. I feel confident knowing my investments are in capable hands. I highly recommend Zelos for anyone seeking reliable and professional wealth management services."
T L
2024-06-14
Trustindex verifies that the original source of the review is Google. I have been working with Zelos Investment Counsel since last year to diversify my investment portfolio. Opting for a boutique investment firm over a large bank, I found Gilbert and his team to be true professionals. They are quick to respond to any questions I have. The Zelos investment platform is comprehensive and user-friendly, making it easy to understand the performance of my funds. I look forward to continuing my partnership with them for many years to come.
Ranny Shibley
2023-02-28
Trustindex verifies that the original source of the review is Google. When it comes to financial management, the level of service and attention to detail Zelos offers is unlike anything I've experienced. Gilbert and his team ensure that I am up to date, in real time, on my investments and always communicate with me to ensure my investment objectives are still current. I don't mean they reach out yearly, they are in contact monthly and sometimes more than that. I appreciate that they care about my money as if it were their own.
Gabriel Soo
2021-04-13
Trustindex verifies that the original source of the review is Google. After a few years with our previous financial investment firm, we decided to evaluate other options in the market. After meeting with the team at Zelos, we decided to switch over. During the introductory meetings, we were very happy with the responses from our questions regarding varying strategies, long term and short term goals. The Zelos team is very professional, communicated clearly and provided multiple modelling options to help us understand our path forward. The account transfer process was easy and handled electronically. Zelos continues to provide amazing services with routine updates regarding our accounts. We strongly recommend meeting the team at Zelos to evaluate your current finances to plan your future.
Petra Mace
2021-01-26
Trustindex verifies that the original source of the review is Google. Gil and the entire team at Zelos Capital has been an absolute blessing. We are the typical family that knows very little about financial matters and investments, and really didn't know anything before joining Zelos.
Gil educates us on all matters pertaining to our money and banking and we feel so comfortable actually KNOWing where our money is going.
He has been able to show us how to properly invest our money and how to get our money to make money. He's always willing to sit down with us to chat or redefine our goals and work towards a sustainable future, especially during these unprecedented times.
We are truly so grateful for Gil and the entire Zelos Capital team for helping us understand such a large part of our life.
I would recommend this company to anyone who wants to know more about their money and where it's going/what it's doing!
Corey Mace
2021-01-15
Trustindex verifies that the original source of the review is Google. My Wife and I made the decision to switch all our investments over to Zelos and it has been nothing but a success. They are not only very swift in communication, (email, text, call, Zoom) but extremely personable in building a relationship with their clients. We find this makes it easy to ask all types of questions in regards to our family's financial plans.
They have been forward thinking in how to invest and don't just blanket package plans together. We personally work with Gilbert and that experience has been tremendous, especially though uncertain times like 2020 presented us. We will continue to work with Zelos and encourage our family and friends to make the switch.
