Roger Wan
Director, Private Wealth at Ott Financial Group
Based in Markham, Canada
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Seniority
Director
Department
Finance & Accounting
Location
Markham
Industry
Financial Services
Company size
90
Contact information
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r•••••••@ott.ca
Phone
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Background
About Roger Wan
Professional wealth planner and goal-oriented individual with significant and diverse experience in private wealth and financial industry. Strong analytical and planning skills combined with in-depth trust, taxation and insurance knowledge. Drove significant business growth and new money to retail banking and private investments. Proven record exceeded organization goals through excellent team work model. Dedicated to developing and executing a comprehensive wealth plans designed specifically to meet affluent clients’ needs and financial goals. Utilizes expertise in investments, estate planning, retirement planning, business in-transit planning, family trust structures and tax minimization to create wealth management solutions that protect and enhance clients’ wealth for generations to come.
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