In this episode of The After (Business) School Special, Zach discusses key aspects of his career and MFG’s distinctive investment strategies, focusing on asset classes like student housing, car washes, and self-storage, which offer clients stability and growth opportunities. He also reflected on the firm’s history and how its approach has evolved over the years to meet the needs of a dynamic market. By providing diverse asset classes, the firm not only enhances its portfolio but also delivers tailored solutions that align with clients’ financial goals.

Zach Sim is a Partner and Portfolio Manager at Meckelborg Financial Group Ltd. (MFG), a leading firm specializing in unique investment strategies. MFG has established itself as a key figure in the financial sector, particularly through its innovative approach to managing investments in “real” assets such as student housing, car washes, and self-storage facilities. With a career spanning nearly a decade, Zach’s work has been significant in offering clients diverse and robust investment opportunities that go beyond traditional asset classes, helping contribute to the firm’s growth and success.

Zach’s approach to leadership and investment is influenced by his belief in the power of diverse experiences. Having started his career in sales and business development, he understands the value of incorporating varied professional and educational backgrounds into a team. This perspective on the value of diverse experiences and backgrounds in shaping success has informed his hiring at MFG.

His transition from team member to Partner at MFG  has providing him with deep insights into effective leadership, strategic decision-making, and the importance of maintaining strong relationships within the firm and with clients.

His commitment to community and his passion for finance continue to drive his professional journey and influence his approach to investment management.

Zach holds a Bachelor of Commerce degree in Management from the Edwards School of Business at the University of Saskatchewan.

Show Notes:

Connect with Zach and learn more about his work:

LinkedIn: https://www.linkedin.com/in/zach-sim-a47a5853/

Meckelborg Financial Group Ltd.: https://www.linkedin.com/company/meckelborg-financial-group-ltd-/

 

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