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Senior Portfolio Manager & Wealth Advisor
As a Portfolio Manager, Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and licensed Insurance Advisor with RBC Dominion Securities, Wendy and her team offer financial planning solutions, tax planning advice, business owner planning and wealth planning solutions. As part of Canada’s leading wealth management firm, Wendy has been providing personalized wealth advice for business owners and high-net-worth families since 2007.
Wendy’s customized wealth planning approach helps her clients preserve, enjoy and grow their wealth so they can achieve their biggest life goals. Wendy takes great care to consider her clients’ needs, with the aim of consistently provide clients with the peace of mind that comes with knowing their financial solutions fit their lifestyle.
Wendy was the recipient of RBC Performance award in 2018 and has also won the Donald J. Langill Memorial Award. In 2022, she was named President of the RBC Dominion Securities President’s club. These recognitions are a testament to her ongoing commitment to her clients and her leadership within our firm.
Associate
Hester has been a dedicated Associate in the financial service industry for 30 years. She was born in Hong Kong, and after moving to Vancouver in 1997, she continued her career in the financial planning industry with commitment and dedication.
Hester joined Wendy Wen’s team in 2017 and has been an invaluable team leader as an Associate with Wen Family Wealth Group of RBC Dominion Securities.
Hester is passionate about helping families achieve their goals and objectives with support from RBC Dominion Securities. She’s a great communicator and is able help families with her thoughtful and caring approach to her work. Her many hobbies include reading, cooking, traveling and exploring new places, and she enjoys spending time with her family!
Associate Wealth Advisor
Mandy joined Wen Family Wealth Group in early 2022. Born in Shenzhen, China, she moved to Vancouver in 2013. For the past few years, she’s built a solid foundation in portfolio management, financial report analysis, and investment product offerings.
A big believer in lifelong learning, Mandy graduated from the University of British Columbia with a Bachelor of Science. She then earned her MBA from the Schulich School of Business at York University. Mandy is also a Chartered Financial Analyst (CFA) Charterholder, equipped with an insurance license and Certified Financial Planning (CFP) designation.
Enthusiastic and outgoing, in her free time, Mandy loves to sing, cook and spend quality time with family and friends. An avid traveler, Mandy has made it her goal to visit at least one new city every year.
