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As individuals with unique perspectives, extensive experience, and complementary skill sets, our team works collaboratively to deliver unique and tailored portfolio management to those whose wealth we steward.
Senior Portfolio Manager
As Senior Portfolio Manager with decades of wealth management experience, Grace leads the Grace Wang Portfolio Management Practice. By applying her vision for growth and secular trends, and her broad knowledge of the capital markets, she has developed a track record that brings her clients financial security and peace of mind. She achieves and exceeds client objectives through a holistic yet simplified mindset that involves continuous client education, educated and informed decision making, and thoughtful family financial planning. Over the years, she has established long and trusted relationships with clients, spanning entrepreneurial families to those with multigenerational wealth planning needs, private enterprises, non-profits, and foundations. Her highly attuned, discerning, and forward-thinking approach is evident in everything she does, and she finds great fulfillment in helping her clients live their comfortable lives. Grace is an avid reader and a practitioner of the “1% rule”: that a 1% improvement every day will lead to a 37x improvement over the course of a year – a large gain!
Outside of work, Grace enjoys spending time with her family and raising her two dogs, Pepper and Pinto. She believes in giving back to her community through school initiatives, a personal family foundation, and volunteering on committees. A keen traveller, she enjoys, learns from, and immerses herself in historical European cultures. She also enjoys local trips throughout BC with her family and spending time in the countryside.
Investment Associate
Sam joined the financial services industry in 2009, and in 2011, started as a fund manager for the BC Public Service where he successfully managed investment portfolios totalling $6B in assets under management. These mandates spanned a diverse spectrum of investment portfolios including US S&P500 large cap, US small cap/ESG, and quantitative Canadian equity. What Sam enjoys most about his role is leveraging his knowledge and perspectives to make informed investment decisions in a collaborative, growth-oriented culture. Sam is responsible for the research and diligence into existing holdings, new idea generation, as well as the portfolio strategy that underlies clients’ portfolio construction. He also enjoys educating and informing clients through the quarterly investment journals that we publish, outlining the practice’s views on pertinent capital markets developments.
Sam was born and raised in Vancouver, BC, and enjoys quality time spent with family members who live in the area. Sam is also an antiquarian book collector and reader of Aesop’s Fables books, where animals take on human characteristics to shed light on human foibles and virtues. Finally, Sam is a Board Member with the Central City Foundation, where he chairs the Investment Committee, integrating best practices with the stewardship of a fund whose proceeds are used to fund community-led solutions in Vancouver’s inner city.
Associate Advisor
Leslie began her financial services career at RBC in 2008 on the bank side, bringing with her a Bachelor of Science degree in Biology from the University of British Columbia and a strong foundation in analytical thinking. She worked her way up to head teller, gaining invaluable problem-solving and client service skills before joining Grace’s team in 2017. As Associate Advisor, she manages the day-to-day operations of our portfolio management practice, working alongside our team to execute trades and collaborating with our RBC partners to develop holistic wealth plans for clients. She loves the ever-changing nature of her job and takes a meticulous approach to learning about our clients and ensuring she makes a positive difference in their lives. Clients appreciate Leslie for her diligence, thoughtful follow-up, and thorough knowledge of wealth management processes.
Born and raised in North Vancouver, Leslie likes to explore all the city has to offer and visit new restaurants and coffee shops. She also enjoys road biking, travelling, and going on solo road trips across Canada. Leslie has an adventurous side that includes memorable experiences such as skydiving, flying lessons, scuba diving the Great Barrier Reef, climbing Mt. Rinjani in Indonesia, sailing from Santorini to Mykanos and completing the Vancouver to Whistler Gran Fondo bike ride three times. At home, Leslie has two rabbits, Hayden and Smokie, and is a proud supporter of Vancouver Rabbit Rescue and Advocacy, an organization dedicated to raising awareness of rabbits as pets and educating the public on their proper treatment.
Associate
Katherine Yang started her financial career at RBC in 2021, where she advanced her role from a bank teller to a Banking Advisor. Since joining Grace’s team in 2024, she has focused on daily operations of our private investment portfolio, ensuring that every transaction is executed impeccably and in compliance with precision and utmost care for client confidentiality.
Katherine holds a Bachelor of Business Administration degree in Accounting and Finance from Simon Fraser University. She broadened her academic and practical experience through an international-finance exchange at the University of Manchester and a financial consulting internship at one of the Big Four accounting firms. This robust foundation sharpened her well-rounded perspective in investment services. Born and raised in China, Katherine is fluent in English, Mandarin, Cantonese, and Hokkien. At the age of six, she joined the prestigious Guangdong Shantou Diving team, proudly representing the province on the national state for an eight-year professional athlete. This early chapter of her life cultivated her discipline, perseverance and a strong inner drive with a strong commitment to her career and personal growth.
Outside the office, Katherine delights in Pilates, snowboarding, photography and road trip adventures. Her most cherished moments are often the quiet ones – spent with family and her beloved Ragdoll cat, Tiger. She is also passionate about giving back through community involvement, including fundraising events for the BC Children's Hospital and volunteering with the CRA to offer tax assistance to students. Her journey continues with an unwavering commitment to creating enduring value for her clients, community, and the world at large.
Administrative Assistant
Steven joined RBC Dominion Securities in 2025 with a strong commitment to supporting clients, helping them achieve their goals, and contributing to our team’s success. Originally from the Netherlands, raised in France, and now living his dream of being in Canada, Steven earned his Bachelor of Commerce in Management from Concordia University’s John Molson School of Business. Fluent in six languages – English, French, Spanish, Dutch, German, and Italian – he has a natural ability to connect with people and build meaningful relationships across cultures.
With a professional background that spans operations, sales, and customer service, Steven has excelled at optimizing processes and driving results. He is dedicated to supporting clients and ensuring seamless operations.
Beyond work, Steven enjoys taking on physical challenges. As a former competitive swimmer, he developed discipline, focus, and perseverance, qualities he applies to every aspect of his life. Whether snowboarding in the winter, mountain biking in the summer, or playing chess, Steven values the importance of balancing physical and mental agility, and is always eager to continue learning and growing in both areas. He also enjoys exploring nature and discovering new corners of the city, continually seeking out activities that challenge him in different ways.
Discover what our team of investment experts can do to help enable your future growth.
