What clients have to say about us
As a long term RBC employee, now retired, I had the opportunity to work closely with Grace in her capacity as investment advisor and portfolio manager. As a commercial lender many of my clients required professional investment advice for both corporate and personal needs. I had no hesitation whatsoever in referring them to Grace who was the utmost professional, easily transitioning the clients into the RBC DS family which greatly aided in solidifying client relationships. Grace is an extremely dedicated and hardworking professional, keeping the needs of her clients foremost in her mind at all times. She has managed my personal investments for some 15 plus years during which time I have enjoyed exceptional growth and appreciation in overall value. While markets could be volatile at times she had a special knack of putting matters into a proper perspective whenever she sensed any anguish and concerns.
Over the years I have confidently referred numerous friends and families to her as well and needless to say our relationship remains very solid.
Jack Miller, retired RBC Commercial Banker
We have been clients of Grace Wang for over a decade. During that time, we have experienced both bear and bull market cycles. In 2008-2009, our investment portfolio did not suffer as much as the market, and quickly rebounded with better returns in the following years.
Grace’s team’s investment philosophy and strategy have evolved over the years to adapt to the ever changing market climate. Their impeccably detailed research and analysis is the solid foundation by which they build their overall portfolio strategy. Grace’s attitude of striving for the best and her love for her work continually impresses us.
We fully trust her judgement, integrity and capabilities in growing as well as protecting our assets. When our daughter and granddaughter received inheritances in 2011, we referred them to Grace with full confidence they would be well taken care of. Not only have we been wonderfully looked after by Grace’s team, we know our next generations’ financial future is in good hands for many years to come. As well as being professional, they are all a pleasure to deal with.
Frank V. W. & Linda V. W.
Grace Wang has been my Financial Adviser for more than 15 years since she was working at the RBC Como Lake Branch. Beside her good professional working ethics, she understands and fulfills my personal requests. I really appreciate her positive attitude even at difficult financial time. I always trust and rely on her judgments.
Mr. M. Takahashi
Grace Wang and I have been working well together for 14 years. I can relax and look forward to our meetings because the management of my investments are in her expert hands. Recently I have been very pleased with the return we have realized on my investments.
Ms. J. Johnstone
Grace is an accomplished professional portfolio manager. Based on the client's needs and risk level, she customizes investment portfolio to maximize for gains, while minimizing the risks of losses. Her team provides superior client services.
I have been a client of Grace Wang since 2001. Through her and her wealth management team my investment portfolio has increased many times over. She has great instincts and insights as to what are good investments specifically for my needs. Whenever there is a market correction and I am concerned about the ups and downs of my investments, she always responds with intelligent reassurance which always proves to be correct. My latest venture with Grace and RBC DS is setting up a charitable trust foundation and alter ego trust where she gave me such excellent information/advice as to the setting up and workings of these trusts. I have great faith in Grace and her team.