Financial Planning & Investment Management

Our Services

We offer a variety of international investment opportunities appropriate for investors with various goals, risk tolerances, and return objectives.

Click HERE to join our Alternative Investment Network.


Just starting out? Click HERE for the retirement calculator and priority planner.

Public Markets

Passive Investment

We use a passive index approach to minimize fees for investors. We found the performance of active funds did not justify the higher fees charged.

Private Equity

Partnership Approach

We use a multi-manager strategy to partner with experts in real estate and venture capital. This provides both diversification and geographic expertise.

Digital Assets

Yield Focus

We focus on decentralized crypto assets with the ability to deliver yield through staking. Client funds are held in cold storage to protect against counterparty risk.

About Us

Zion Wealth Management started in 2021 with the goal of helping investors reach their goals and gain exposure to a variety of asset classes and investment opportunities.


Whether you're at the initial stages of your financial journey or looking to build generational wealth, Zion offers tailored solutions to suit your needs.

Jared Dally


Jared is the founder and investment manager at Zion Wealth Management.


Jared is a Certified Financial Planner, Chartered Investment Manager, and Trust & Estate Practitioner with an MBA from Cranfield School of Management.

Rachel Botma


Rachel manages the communication between Zion Wealth Management and our investors and partners.


Rachel is a graduate of Edinburgh Napier University's Business program and has a background in business development.

Qing Zhang


Qing is responsible for helping fuel Zion Wealth Management's continued growth.


Qing holds an MBA from Cranfield School of Management and has international experience building and operating a variety of businesses.

Contact Us

Sarnia, Ontario, Canada