Grace Wang Group is one of RBC's premier Private Investment Management teams in Canada. We have a core, three-person investment team in which a trust-based, analytically focused approach to investing is what we do best. Our emphasis is on both security selection and portfolio construction focusing on capital appreciation, income and downside risk mitigation. In addition to our investment management expertise, we have a network of specialists within advisory, financial planning, legal expertise, and wealth management, offering you an integrated solution for all your financial planning requirements. Please read below for our guiding principles and to learn more about us.

WHO WE ARE

We strive to create trusted partnerships with our clients, and for that purpose, we outline our core beliefs below. We hope you will find our work insightful, our beliefs compatible, and our service top-quality.

1. We are long-term thinkers. We strive to manage your money with care and prudence for many generations to come.

2. We are contrarians. We focus intently on the areas that others may have overlooked or failed to recognize, with a focus on paying reasonable valuations for stocks of enduring quality.

3. We are personable. We believe in taking you beyond the numbers to advise you on personal matters that go beyond our core services, and to provide you with trusted insight into life decisions.

We believe in analytically minded investing. We conduct careful due diligence, strive to manage risks well, ask the right questions of the companies we invest in, and optimize your portfolio for higher returns while maintaining prudent risk management practices.

We are proud to introduce ourselves as the Grace Wang Practice.

For client inquiries please feel free to phone Grace Wang at 604-257-7050 or email at grace.wang@rbc.com.

 

WHAT WE OFFER

Our money management environment has one priority in mind: Client objectives at the very top, and our investing tools, analytical methods, and service offerings all support you in creating financial growth and independence, whether you are a professional, a family, a retiree or a trust fund. We are disciplined portfolio managers with the RBC and have been in practice for over two decades with experience managing across multiple market cycles and preserving your wealth while growing it in a disciplined way. We have on our team:

Grace Wang, Vice President and Portfolio Manager who has developed decade-long relationships with successful families, diverse small business owners who are thriving in so many ways, and professionals who come to us for trusted insight for financial decision making.

Samuel Jang, a former BC Public Service fund manager who managed and directed government pension assets worth $6 billion in equity funds. Now, he provides clients expertise in portfolio construction, the technical aspects of investing, and investment decision-making.

Leslie Mah, a client service professional with 8 years retail banking experience, maintains administration for accounts, organizes client annual portfolio reviews and executes trades. Leslie is your first point of contact for inquiries and requests.

In addition to our core investing practice, Grace also provides in-depth expertise on subjects ranging from tax planning, retirement planning, estate planning, and charitable giving, collaborating with seasoned RBC professionals and outside experts.

 

Grace Wang

Vice-President, Portfolio Manager & Investment Advisor

604-257-7050 | Email me

Samuel Jang, CFA

Associate

604-257-2570 | Email me

Leslie Mah

Associate

604-257-7059 | Email me