Grace Wang Group

Grace Wang

Vice-President, Portfolio Manager & Investment Advisor

604-257-7050 | Email me
604-257-7391

Grace Wang is a Vice President and Portfolio Manager at RBC Dominion Securities, with over 20 years of private wealth management experience with RBC.

 

She has been awarded three times with the prestigious President’s Circle Award, and is a top-tier member of the firm’s Director’s Council.

 

Under Grace’s leadership, Grace Wang Group delivers fully customized portfolios based on a clearly defined investment philosophy, rationale, disciplined execution and a collaborative personal relationship.

Kuan Ho, CFA

Associate Advisor

604-257-3250 | Email me

Kuan is responsible for various aspects of the investment management process, providing fundamental investment research & analysis, developing & executing on investment strategies, and monitoring & managing our clients' investment portfolios.

 

He is a charterholder of the Chartered Financial Analyst® (CFA) Institute, and has over ten years of experience in the Financial Services industry. Prior to his current position, Kuan has held roles as commercial banker, credit underwriter, and subordinated debt financial analyst at various major financial institutions. He graduated from Simon Fraser University in 2005 with a Bachelor of Business Administration Degree in Finance.

 

During his free time, Kuan enjoys running, snowboarding, yoga, and playing board games.

Leslie Mah

Administrative Assistant

604-257-7059 | Email me
Arne Perrin, BComm, CFP - Insurance & Estate Planning Specialist
 
Specialized in estate planning, Arne provides solutions to various wealth management issues using insurance products. Arne can focus on both personal and corporate solutions to help your clients increase their net worth and reduce the impact of taxation today and at death. He can also ensure your clients wealth is transferred to their heirs more efficiently and in accordance with their wishes. To help in this endeavor, Arne has access to insurance solutions from the top ranked insurance providers in Canada.
 
Aileen La Borie, B.A, LL.B. - Will & Estate Consultant
 
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the Bar in British Columbia and Ontario in 2004. Aileen is a member of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section (Vancouver), the Estate Planning Council of Vancouver, and The Board of Trustees of the YMCA Endowment Fund of Greater Vancouver.
 
Anna-Marie Lyons, MBA, CFP, FSCI, FDS - Financial Planner
 

Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991.

An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. She is a committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise.
 
Glenn J. Tanaka - Private Banking
 

As a Private Banker in Vancouver, Glenn Tanaka provides expert financial counsel to a select group of clients throughout the West Coast.

Mr. Tanaka acts as a dedicated relationship manager for his clients and their families who value his discretion and guidance in advising them through all stages of their financial lives. The expertise and experience Glenn applies to his responsibilities was gained through a career of almost two decades in the financial industry.