Michael Wang takes great pride in helping physicians build and protect their wealth, and make progress toward achieving their investment goals.
Michael places your best interest first in every aspect of managing your wealth. Through his dedicated approach, he has earned the trust and confidence of countless medical professionals, now managing over $150 million in investments on their behalf.
He starts by working with you to clearly define your goals and build a comprehensive, customized financial plan. He also provides thoughtful investment management advice on an ongoing basis, always making recommendations with your best interests at heart. In constructing your investment portfolio, Michael can access virtually all types of investments in Canada, the U.S. and globally, including individual stocks, bonds and leading mutual funds from companies operating in Canada.
Michael and his team of specialists can provide clients with long term personalized, objective advice which is complemented by the support of the largest financial institution in Canada. The following are the most common issues in wealth management:
- Financial Planning
- Investment Planning
- Retirement and Lifestyle Planning
- Risk Management
- Estate and Will Planning
- Tax Planning
- Incorporation Advice and Strategies for physicians and dentists.
Michael has been in the financial services industry for over 20 years. Prior to joining RBC Dominion Securities, he spent 12 years of his career as a senior financial consultant with MD Management Ltd., a specialized investment advisory firm of the Canadian Medical Association, dealing exclusively with medical doctors and their immediate family members.
A firm believer in maintaining the highest industry standards for education, Michael has also achieved serval professional financial designations, such as the Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow Canadian Securities Institute (FCSI). He graduated from the University of Western Ontario with a Bachelors of Arts degree in economics.
We invite you to contact us for complimentary financial planning review or a second opinion of your investment portfolios.