Financial Planning Specialist, Family Office Services, RBC Wealth Management
Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working
in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.
Prior to joining RBC, Jung-Hee worked at a leading international public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) Canada and holds a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (FPSC).
Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.