Born and raised in Hangzhou, China, Vincent Wang brings over 10 years of experience in the Canadian financial service industry to his role as a private banker with RBC Wealth Management. He provides comprehensive wealth management strategies for international, high-net worth business owners, executives, professionals and their families on tax planning, business development, estate planning and trust structures.
Since joining the RBC Investment Retirement Planning team in 2017, Vincent has grown exponentially in both his role and career, while expanding his network and business development opportunities. He delivers investment planning advice, acts as a mentor to many, and is a strong collaborator with RBC partners.
Vincent leverages his bicultural background to connect with a diverse client group. He also regularly participates in in international business forums and brings these learnings into his business.
Vincent is a Personal Financial Planner (PFP) designation holder, is also pursuing his Certified International Wealth Manager (CIWM) designation and MBA.
Outside of the office, Vincent is a sports enthusiast and is the proud recipient of the MVP award for the Toronto Chinese Basketball League. He enjoys going to the gym regularly and is in a golf training program.
As a private banker with RBC Wealth Management, Mei Zhao provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Richmond Hill, Mei works with a select number of clients in Ontario to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, she can access specialists from across RBC to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.
Mei offers an extensive background in client relationship to her role as Private Banker. She draws on 20 years of experience within RBC, consisting of a wide range of senior account manager business and personal, senior commercial account manager, etc.
Originally an organic chemistry graduate, Mei found her passion in banking and helping clients reach their financial goals. Since entering banking, she has gotten her certificate in PFP and MBA.
Away from the office, Mei enjoys reading and cooking.
As a Private Banker with RBC Wealth Management, Heather Silverston provides comprehensive wealth management and financing strategies for domestic and international high-net-worth business owners, executives, families and organizations in the Greater Toronto Area.
With over 20 years of experience in the financial services industry at RBC, Heather helps clients with her in-depth knowledge and valued advice on integrated wealth management solutions to simplify and enhance their lives.
Prior to joining RBC Private Banking in 2018, Heather held positions in RBC Commercial Banking specializing in the Health Care industry.
Heather collaborates with external partners and advisers across RBC to deliver customized and complex credit solutions to meet clients' financial goals. Heather and her team aim to build a long-term relationship with their clients based on integrity, trust, communication, and confidentiality. They further aim to differentiate themselves through dedicated and exceptional service, and consistently delivering results for their clients.
Heather has a bachelor's degree from the University of Toronto in Commerce and Finance. She was born and raised in Toronto. When not in the office, she enjoys spending time with her husband and three children, and keeping active with running, exercise and golf.
As a Private Banker with RBC Wealth Management, Private Banking, Roger Chow provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Richmond Hill, Roger works with a select number of clients to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.
Roger offers an extensive background in client relationship to his role as Private Banker. He draws on 20 years of experience within RBC, consisting of a wide range of roles such as Senior Account Manager (Business and Personal) and Commercial Account Manager.
A graduate of University of Guelph specializing in Management and Economics, Roger has continued to deepen his knowledge and expertise with key industry designations such as Personal Financial Planner and has completed the Canadian Securities Course. He is fluent in Cantonese and Mandarin.
Away from the office, Roger is an avid music lover, listening to some of his favourite songs on his record player and he also spends time with his Boston terrier, Bosco.
Teresa Anastasopoulos is a Private Client Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your real estate, possessions and lifestyle.
Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.
Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with you to protect what matters most.
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.
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.