Rose Wang

 

As an Associate at Ascendant Wealth Partners of RBC Dominion Securities, Rose supports the team’s investment management operations with a focus on delivering proactive client service. Her responsibilities include preparing client reporting, ensuring all documentation complies with internal controls and regulatory requirements, and addressing client inquiries related to transactions, reporting, and account administration. Rose is also a member of the Salesforce Committee, where she helps the team leverage technology to enhance efficiency and streamline operations.

Rose holds a Master’s degree in Industrial Relations and Human Resources from the University of Toronto. Committed to expanding her knowledge in wealth management, she has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), and is licensed as an Investment Representative with CIRO. She is also pursuing the Chartered Financial Analyst (CFA) Level I designation to advance her financial analysis skills.

Outside of the office, Rose enjoys wine tasting. She holds the WSET Level 2 Award in Wines and plans to obtain the Level 3 Award.