Estate Planning Specialist
Arthur Y. Wang, MAcc, CPA, CA, CFP, CLU, CHS, TEP, FEA
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
A Chartered Accountant by training, Arthur spent time with a Big 4 accounting firm and a leading Canadian life insurer prior to RBC. A personal experience led him to rethink his career choice and he decided to dedicate himself to helping clients create, protect, and preserve wealth by implementing holistic insurance planning solutions. Wealth planning is personal; Arthur is here to support you.
Formerly an auditor of publicly traded insurance companies, Arthur's previous experiences allow him to speak with confidence, skill and knowledge regarding the nuances of accounting, taxation, and financial planning. Utilizing his unique understanding of the industry and in-depth insights, he works collaboratively with business owners, high-net-worth families, and their personal advisors to implement the most appropriate insurance solutions for their needs.
Fluent in both English and Mandarin, Arthur is able to confidently communicate with clients in their preferred language.
Will & Estate Specialist
Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.
Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.
As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.
Financial Planning Specialist
Vanessa is a Chartered Professional Accountant (CPA) and has completed all levels of the Chartered Professional Accountants of Canada’s In-Depth Tax Courses. She holds a Bachelor of Economics and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Vanessa had 10 years of experience in public practice. As a tax manager in one of the leading global accounting firms, Vanessa specialized in providing tax solutions to a wide range of clients and industries. Her experience includes corporate restructuring and business succession planning for private business owners, as well as estate planning and cross-border tax for high-net-worth families.
Vanessa is fluent in Mandarin and English.
Vanessa’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Vanessa Hu, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
To schedule a meeting with Vanessa Hu, please contact your advisor.