Betty graduated from the University of British Columbia with a Bachelor of Commerce degree. She joined Royal Bank in 2002 and has been with RBC Dominion Securities since 2005. Betty has completed the Investment Funds in Canada Course, the Canadian Securities Course, and the Conduct & Practice Handbook course.
With her meticulous attention to detail and excellent organizational skills, Betty plays an essential role within the Lai/Wu Wealth Management Team. She provides timely and accurate information to clients with regards to their accounts. She also oversees the account opening process and provides other administrative duties as requested by clients.
Outside of work, Betty devotes her time to her two children and also enjoys reading and traveling.
Throughout your time at RBC DS, what would you say was the most difficult challenge and how have you surpassed it?
Given the urgency and time sensitivity of clients requests, one challenge is time management while ensuring that each request is completed with accuracy and efficiency. With essential skills, effective communication, persistency, and prioritization, I strive to provide the best customer service to our clients, no matter what their needs are.
