Sean Wang, CFA, FRM, FCSI
Senior Portfolio Manager & Wealth Advisor
We have the expertise to create the financial future you envision
Taking a conservative, disciplined approach, we help individuals, families, and business owners maximize their opportunities, navigate challenges, and make informed decisions to achieve their goals.
Our dedicated team provides a transparent and high-quality level of service, leveraging cutting-edge tools, world-class resources, and a vast network of RBC specialists to take the weight of wealth management off your shoulders and offer you peace of mind.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
Our team aims to build long-term relationships with our clients based on integrity, trust, communication, and confidentiality. We focus on providing a comprehensive wealth management approach that incorporates portfolio management, financial planning, insurance, and Will and estate planning.
How we work
We believe in the pillars of conservatism, patience, and discipline. Our expertise in portfolio management is focused on a discretionary model with a conservative and disciplined approach to managing, building, and preserving your wealth. Our goal is to make a significant impact in the lives of our clients.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.