Yan Wang Wealth Management
of RBC Dominion Securities

Integrity, Reliability and Discipline

Yan has over 15 years of experience working in both finance and corporate world. She is passionate about her wealth management career and her expertise lies in investment portfolio management and comprehensive wealth planning. Yan and her team work closely with high net worth and ultra-high net worth clients, as well as institutions. Her breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex investment and wealth management needs.

Who Yan can help

Yan’s services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their financial assets. Clients include:

• Successful business owners who need help managing personal and business financial assets, and transferring wealth to the next generation in a tax-efficient manner
• New immigrants seeking professional guidance to familiarize themselves with the Canadian investment landscape, to settle down and to grow their assets
• Pre-retirees and retirees who want to make the most of their savings, and to maximize their after-tax retirement income while protecting their financial security
• Busy executives and professionals looking to free their time to focus on their personal and career goals
• Institutions requiring assistance to manage their investment assets according to specific guidelines

Meet your team