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Senior Wealth Advisor & Portfolio Manager
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.
She is passionate about building trust-based relationships with clients, and helping families in a full spectrum of wealth planning in order to help them realize their goals. Wendy and her team are committed to putting clients first, and finding the best way to deliver concierge-style Family Wealth Planning Services for clients, their families and businesses. As a team, they help business owners and their families strategize and implement tax saving strategies, cash flow optimization, wealth protection, and generational wealth planning.
Wendy’s customized wealth planning approach helps her clients preserve, enjoy and grow their wealth so they can achieve their biggest life goals. She 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.
As a 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.
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!
Born in San Francisco and raised in Vancouver, Sam graduated from the University of British Columbia with a degree in History and Economics, and has been working in the financial services industry ever since. In his current role, Sam will be assisting the team with wealth planning services, private investment management and portfolio rebalancing and execution.
He will also be assisting Wendy in delivering an exceptional family office experience for individual and business clients. Sam is committed to helping clients achieve their financial goals and providing them with financial peace of mind.
In his spare time, Sam enjoys sports, travelling and trying new cuisines. He also loves nature, and exploring all that Vancouver has to offer.
