Seniority
Manager
Department
Operations
Location
Canada
Industry
Banking
Company size
96K
Contact information
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k•••••••@rbc.com
Phone
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Background
About Kyle Wang
With close to 10 years' experience in the financial industry, I have developed many long-standing client relationships. Being actively involved in Chinese community, I have helped many new comers plan for and adapt to changes when they were settling in Canada. We meet with you regularly to update goals, and review and rebalance your financial portfolio. In constructing investment portfolio, we can access a wide range of investments in Canada, the U.S. and globally, including individual stocks, bonds, leading Canadian mutual fund firms and more. Our perspective on investing is to research in attractive industries that can produce long-lived and meaningful returns. These are often industries with a specific set of economic moat that are high growth, consolidating, or transitioning in such a way that will lead to market leadership over a multi-year timeframe.
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