Yan Wang Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Integrity, Reliability and Discipline
With deep experience working alongside high-net-worth and ultra-high-net-worth clients, Yan understands the complexities that come with significant wealth.
Yan and her team take the time to gain a thorough understanding of each family’s unique circumstances, priorities, and long-term objectives, in order to provide personalized wealth management solutions and tax-efficient investment strategies tailored to their needs. We are committed to building long-lasting, multi-generational relationships founded on trust, professionalism, and exceptional service.
Yan has nearly two decades of experience in investment portfolio management and comprehensive wealth planning. She earned her Master of Business Administration (MBA) in Finance from the University of British Columbia (UBC) in 2013, and holds the Chartered Professional Accountant (CPA, CMA) and Chartered Investment Manager (CIM) designations. Yan is also actively involved in mentorship programs at UBC Sauder School of Business and CPA Canada. She is fluent in English, Mandarin, and Cantonese.
Client Testimonials
"Yan is a great pleasure to work with. My portfolio performed steadily since moving from my previous financial institution. It was by far the best decision I've made in my life. Hardworking and efficient, she won't let you down. 10/10." - Mr. Liu, client since 2015
"I am very happy that I switched to Yan. She is such a hard working, conscientious, personable and a knowledgeable investment advisor that it gives me peace of mind knowing I am in good hands." - Wanda, client since 2017
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Investment Approach
To ensure that we always act in your best interests, Yan Wang follows a meticulous five-step process. This process balances your desire for freedom with your expectation for excellence:
In-depth discussion about your investment goals
Yan will work with you to discuss your unique needs, investing time horizon, tolerance for risk, and more. Considering all these factors, Yan will recommend an ideal asset-allocation model for your portfolio.
Building your portfolio
Based on your ideal asset-allocation model, Yan will select an appropriate combination of investments (Mutual funds, Stocks, ETFs. Bonds, etc.) for your portfolio. Virtually every type of investment is available to meet your needs. In selecting appropriate investments, Yan combines an understanding of overall global economic and market trends with fundamental research from RBC's senior economists, portfolio strategists, and research analysts.
Your portfolio is customized to your needs; whether you are looking for growth, income, or capital preservation. It can also accommodate your individual tax needs, and any investment restrictions, if you wish to invest in a socially or environmentally responsible fashion.
Managing your portfolio
Yan will work closely with you on all aspects of your day-to-day investment decisions to suit your everyday needs. Whether it is a trade you want placed or a sector you want more exposure to, Yan is able to tailor your investments so that you may meet your future goals.
Adjusting your investment strategy
Yan will also meet with you on a regular basis to review your portfolio and get an update on your personal and financial situation.
Keeping you informed of your progress
You will receive a monthly/quarterly account statement that details the activity in your portfolio and provides the current market value of all your positions. In addition, you can receive a quarterly rate-of-return calculation. You also have access to your accounts and timely market information through our online services.
Building your wealth... and your confidence
At RBC Dominion Securities, we provide the expert advice, personalized approach and sophisticated solutions you need to build and protect wealth – all backed by the strength and stability of RBC.
RBC Dominion Securities
Canada’s leading full-service wealth management firm2 with over $425 billion in assets under care
Established in 1901
Nearly 2,000 Investment Advisors in 160 branches in communities across Canada
Over 500,000 clients worldwide
One of Canada’s largest discretionary managers with $170 billion in assets under management
Member of the Investment Industry Regulatory Organization of Canada (IIROC), the self-regulatory organization overseeing Canadian investment firms
Clients’ accounts protected by the Canadian Investor Protection Fund (CIPF) within specified limits (a brochure describing the nature of limits of coverage available upon request)
#1 overall bank-owned investment firm as ranked by advisors (2022 Investment Executive Brokerage Report Card)
A member company of RBC Wealth Management
RBC Wealth Management
Over US$1.38 trillion in assets under administration and more than US$992 billion in assets under management
Recognized as the “Best Private Bank” in Canada (The Banker/PWM – Global Private Banking Awards 2022)
Named “Outstanding Global Private Bank” in North America (Private Banker International Global Wealth Awards 2022)
Recognized as “Best Bank for Sustainability and ESG Thought Leadership” globally (WealthBriefing Wealth for Good Awards 2022)
RBC Royal Bank
Canada’s largest bank by assets and market capitalization, with broad leadership in financial services
A top 10 bank globally based on market capitalization, with operations in 29 countries
95,000+ employees serving more than 17 million clients worldwide
Strong credit ratings: Aa1 (Moody’s), AA- (S&P), AA (Fitch), AA (high) (DBRS)6
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
High Net Worth and Ultra-high Net Worth Individuals and Families
High net worth and ultra-high net worth require a best-in-class approach to help manage it. That’s why we rely on our own expertise, our world-class RBC partners, to help you achieve your goals for the future.
Successful Business Owners
Business owners need help managing personal and business financial assets and transferring wealth to the next generation in a tax-efficient manner. We offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Pre-retirees and Retirees
Whether you’re preparing for retirement or already retired, it’s never too early or too late to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
New Immigrants
New to Canada and need to settle In. We are professional to guide with Canadian investment landscape and help you grow your assets.
Busy Executives and Professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Institutions
We could assist in managing the institution’s investment assets according to specific guidelines.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.