WM-01+12.4%
Portfolio Construction
Asset allocation, diversification and risk-adjusted returns — building portfolios around goals, not headlines.
Hasan Zaman
Business Management student at Toronto Metropolitan University, specializing in wealth management — where markets, technology and people meet.
TMUTed Rogers School
CSC®Canadian Securities Course
WMWealth Management focus
01 / ABOUT
HZ · PORTFOLIO
▲ LONG-TERM
Building wealth is a long game. I'm learning to play it with discipline, data and people first.
I'm a Business Management student at Toronto Metropolitan University's Ted Rogers School of Management, focused on a career in wealth management. I'm drawn to the intersection of financial planning, capital markets and the technology that is reshaping how advice is delivered.
Through the Canadian Securities Course I'm grounding that interest in the fundamentals — equities, fixed income, derivatives, portfolio construction and regulation — and I look for every opportunity to learn from people already doing the work.
ROLEStudent · Aspiring Advisor
SCHOOLTMU · Ted Rogers
FOCUSWealth Management
BASEDToronto, ON
02 / AREAS OF FOCUS
What I'm compounding on.
WM-02+8.1%
Financial Planning
Retirement, tax-advantaged accounts (TFSA, RRSP, FHSA) and cash-flow planning for Canadian households.
WM-03+15.7%
Markets & Technology
How data, automation and fintech platforms are changing research, client experience and advice at scale.
WM-04+9.3%
Client Relationships
Trust is the real asset. Listening first, communicating clearly and aligning every decision with a client's life.
03 / CREDENTIALS
Foundations & education.
ASSETISSUERSTATUS
Bachelor of Commerce — Business Management
Specialization track: Wealth Management
Canadian Securities Course (CSC®)
Equities, fixed income, derivatives, managed products, portfolio management & regulation
Student Community Involvement
Financial literacy & professional development events across TMU
04 / EVENTS & COMMUNITY
In the room where it's discussed.
TMU Black Business Students' Association
TOPICS → Interest & compounding · Credit · Personal finance
“A huge thank you to the TMU Black Business Students' Association for hosting such an important and impactful event. Your dedication to empowering students through education and connection truly makes a difference!”
A packed room of students learning how interest is actually calculated — the same compounding that builds wealth or debt. Events like this are why I want to work in this industry.
05 / BEYOND THE SPREADSHEET
The best investment is in yourself.
Outside of class you'll usually find me reading — business, markets, biographies of the people who built them. Curiosity compounds just like capital.
$10,000 @ 7% · 30Y
$0.00
06 / CONTACT
Let's talklong-term.
Open to internships, mentorship and conversations about wealth management.