RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
王琰(Yan) 在金融和财富管理领域拥有超过16年的经验。她热爱财富管理行业，专长于投资组合管理以及全面财富规划。王琰和她的团队紧密服务于高净值和超高净值个人及家庭，建立基于信任、专业和卓越服务的长期、多代的关系。通过仔细倾听并深入理解客户的需求，她为客户量身设计符合其目标和价值观的财富管理方案，以及税务优化的投资策略和组合管理。
王琰于2013年在英属哥伦比亚大学(UBC)取得了工商管理硕士学位(MBA)，主攻金融方向，同时持有加拿大特许专业会计师(CPA, CMA)、注册投资经理(CIM)、金融衍生品及期权交易执照和证书。
王琰的服务专为那些已经达到财务日趋复杂且需要专业协助的客户而设计。客户主要包括：
Senior Portfolio Manager & Wealth Advisor
"Yan is a great pleasure to work with. My portfolio performed steadily since moving from my previous financial institution. It was by far the best decision I've made in my life. Hardworking and efficient, she won't let you down. 10/10." - Mr. Liu, client since 2015
"I am very happy that I switched to Yan. She is such a hard working, conscientious, personable and a knowledgeable investment advisor that it gives me peace of mind knowing I am in good hands." - Wanda, client since 2017
