George Quan graduated from Nankai University and obtained a MBA degree in Finance at Guanghua School of Management, Peking University. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP) charter holder.
George has more than ten years’ experience in Marketing, Sales and Private Equity Investments. He brings extensive experience and deep understanding of macroeconomics, industry research and company analysis.
As part of RBC Dominion Securities, George has access to Canada’s largest wealth management platform to provide comprehensive financial planning services including investment, tax, retirement and estate planning.
George believes every client is unique, he will create financial plans based on each client’s personalized goals and aspirations.
Professionalism and Honesty are at the core of George's Wealth Practice. George is fluent in both Mandarin and English and enjoys reading, playing soccer and having fun time with his kids.
本科毕业于南开大学,并取得北京大学光华管理学院金融MBA学位, CFA(注册金融分析师)、CFP(注册理财规划师)持证人。
在来到加拿大之前,他在中国拥有10余年世界500强企业的市场、销售及私募股权投资经历,对经济形势、行业研究及公司分析有丰富的经验和独到的见解。
来到加拿大之后,他先后在本地银行及券商从事客户经理和投资顾问工作。工作中,他深入了解和学习了加拿大的金融体系和金融市场,积累了丰富的为本地客户进行资产配置和投资咨询的经验。
加入RBC多美年证券后,他依托加拿大最大的财富管理平台,利用自己深厚的金融知识积累和丰富的投资经历,为客户提供全方位的投资、税务、退休和遗产规划服务。
他秉承每个客户都是独特的理念,根据每个客户的不同需求和特点提供不同的产品和规划方案。他相信,真诚和专业赢得信任,产品和规划解决痛点,优秀的表现回报客户。
权琦精通普通话和英语,业余时间,他喜欢读书,足球以及陪孩子度过美好时光。