Grace Wang Portfolio Management Practice of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Vancouver, BC

Grace Wang Portfolio Management Practice of RBC Dominion Securities

Investing your wealth. Realizing your growth. Enabling your independence.

Organic stewardship of your investment capital

At Grace Wang Portfolio Management Practice, we align our investment tenets in the management of wealth for a diverse range of individuals, families, trusts, and foundations. As trusted stewards, our organic process is centred on seeking unique investment opportunities, and we implement our own research and selection strategies to deliver results.

The Grace Wang Portfolio Management Practice team.

WHO WE ARE

A true meeting of the minds

As individuals with unique perspectives, extensive experience, and complementary skill sets, our team works collaboratively to deliver unique and tailored portfolio management to those whose wealth we steward.

Grace Wang

Senior Portfolio Manager

Samuel Jang

Investment Associate

Leslie Mah

Associate Advisor

Jialing (Katherine) Yang

Associate

Steven Bos

Administrative Assistant

Heidi Xu

Administrative Assistant

WHAT WE DO

Detail oriented, growth focused

At Grace Wang Portfolio Management Practice, our investment process revolves around the building blocks of wealth creation and is centred on seeking unique investment opportunities for those whose wealth we manage. To do so, our team leverages decades of industry experience to implement our own proprietary research and selection strategies, thoughtfully evaluating the fundamental characteristics of select businesses to determine their growth potential.

Investment philosophy

Business longevity

We seek out industry-leading companies with unique and superior advantages that result in long-lived, recurring profitability. We favour owner-operator enterprises, as they’re an excellent store of value and, given enough time, will compound growth significantly.

Enduring business models and management

We take a detail-oriented approach to studying companies’ business models and their management teams, carefully selecting those time-tested businesses that exhibit prolonged and exceptional growth characteristics backed by stable yet adaptable business models.

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Strong capital allocation

The best businesses in the world reinvest their hard-earned capital in future growth opportunities that have a large addressable market. We look for those that also prudently seek opportunities to return wealth to shareholders when the investment climate is appropriate.

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Margin of safety

Our unique investment perspectives are formed when our team has differing opinions than mainstream investors about the future direction, growth, and longevity of a business. We aim to capitalize on these contrarian perspectives by purchasing securities when the market price is below their true value.

Multifaceted approach

We strive to create balanced and holistic portfolios that account for the variety of ways businesses generate returns. Some companies act as return stabilizers, some produce sizeable dividends and income, some are simply undervalued, and a select few are innovators in their industry.

I met Grace over 25 years ago and we have never looked back. As we talked about my goals, she recommended ways to get there, calmly and intuitively guiding me so that I felt confident in her abilities and safe in the knowledge that she understood my needs and insecurities about finances. With Grace's help, patience, and knowledge my investments have grown steadily and to a sum that when I first met her, I never would have thought possible. She has always cared about me as an investor, but more importantly, as a person.

—Geraldine Y.

Grace is an extremely dedicated and hardworking professional, keeping the needs of her clients foremost in her mind at all times. She has managed my personal investments for some 15 plus years during which time I have enjoyed exceptional growth and appreciation in overall value.

—Jack M., retired RBC Commercial Banker

Grace and her team have provided me peace of mind that my money is being invested well long term, and that when I have extra savings it can be deployed appropriately. I no longer need to spend my time researching the markets and picking stocks, knowing that they’re well-informed and have it under control.

—Jackson Q.

Grace’s team’s investment philosophy and strategy have evolved over the years to adapt to the ever changing market climate. Their impeccably detailed research and analysis is the solid foundation by which they build their overall portfolio strategy. Grace’s attitude of striving for the best and her love for her work continually impresses us.

—Frank V. W. & Linda V. W.

I have been a client of Grace Wang since 2001. Through her and her wealth management team my investment portfolio has increased many times over. She has great instincts and insights as to what are good investments specifically for my needs. Whenever there is a market correction and I am concerned about the ups and downs of my investments, she always responds with intelligent reassurance which always proves to be correct. My latest venture with Grace and RBC DS is setting up a charitable trust foundation and alter ego trust where she gave me such excellent information/advice as to the setting up and workings of these trusts. I have great faith in Grace and her team.

—Linda F.

Grace Wang has been my Financial Advisor for more than 15 years since she was working at the RBC Como Lake Branch. Beside her good professional working ethics, she understands and fulfills my personal requests. I really appreciate her positive attitude even at difficult financial time. I always trust and rely on her judgments.

—Masashi T.

We have been clients of RBC Dominion Securities for over 30 years and feel very comfortable with Grace, Leslie, and the rest of the team looking after our investments. We don’t know much about stocks and the market but we trust them completely and they have invested wisely for us. They are always available whenever we need advice, and we are now enjoying our retirement due to their ongoing support.

—Walt & Lynne W.

Grace Wang and I have been working well together for 14 years. I can relax and look forward to our meetings because the management of my investments are in her expert hands. Recently I have been very pleased with the return we have realized on my investments.

—Joyce J.

Grace and her team have provided us with a sense of security about our future retirement funds. Thanks to their responsiveness, recommendations, and well-informed investment journals, we have more time to focus on ourselves and our careers, knowing our investments are in good hands.

—Phoebe C. & Anthony L.

Grace is an accomplished professional portfolio manager. Based on the client's needs and risk level, she customizes investment portfolio to maximize for gains, while minimizing the risks of losses. Her team provides superior client services.

—Yuesheng L.

FAVOURITE READS

A unique selection from our bookish team

We invite you to explore our favourite books related to financial literacy, history, and other subjects. If you have any questions or recommendations of your own, we invite you to contact us and we’d be happy to chat.