Arthur Y. Wang, MAcc, CPA, CA, CFP, CLU, CHS, TEP, FEA
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
A Chartered Accountant by training, Arthur spent time with a Big 4 accounting firm and a leading Canadian life insurer prior to RBC. A personal experience led him to rethink his career choice and he decided to dedicate himself to helping clients create, protect, and preserve wealth by implementing holistic insurance planning solutions. Wealth planning is personal; Arthur is here to support you.
Formerly an auditor of publicly traded insurance companies, Arthur's previous experiences allow him to speak with confidence, skill and knowledge regarding the nuances of accounting, taxation, and financial planning. Utilizing his unique understanding of the industry and in-depth insights, he works collaboratively with business owners, high-net-worth families, and their personal advisors to implement the most appropriate insurance solutions for their needs.
Fluent in both English and Mandarin, Arthur is able to confidently communicate with clients in their preferred language.
Lin Lin has 17 years of experience in the financial services industry. She holds the Certified Financial Planner designation from FP Canada. Lin Lin earned her Bachelor of Business Administration degree specializing in Economics at the University of Toronto.
Prior to joining RBC Family Office Services, Lin Lin worked in wealth planning advisory teams at some of Canada’s largest financial institutions. Her experience focused on providing comprehensive financial advice to clients on
retirement planning, tax planning and estate planning.
In her current role as a Financial Planning Consultant, Lin Lin will work with and support your advisor in preparing and presenting comprehensive financial projections.
Customized wealth planning for your financial future
At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Lin Lin Huang, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short- and long-term goals. Your plan will consider such
strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Karen Feng, CPA, CA, CFP, TEP, MMPA
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Karen is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). She graduated with a Master in Management and Professional Accounting from the University of Toronto and has completed all three levels of the CPA Canada’s In-Depth Tax Course.
As a tax manager at one of the largest international public accounting firms, prior to joining RBC, Karen specialized in tax planning and compliance for individuals, business owners, large private and public corporations, trusts and partnerships.
Karen is fluent in Mandarin, Cantonese and English.
Karen’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
Specialized Financial Planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Karen Feng, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
To schedule a meeting with Karen Feng, please contact your advisor.
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