Simon Wang is a financial professional with extensive experience in advising clients and managing investment portfolios. Currently serving as a Financial Advisor at Scotiabank, Simon oversees a personal lending portfolio exceeding $10 million and manages over $2 million in mutual fund investments, utilizing risk assessment and financial modeling to enhance client returns. Previously, as a Sales Manager at Fine Studio, Simon provided web and app development solutions to local businesses. Simon also held the position of President at Pawpaw Online under HYT Holding Group and currently works as a Client Advisor at RBC, where responsibilities include KYC due diligence and the development of tailored investment strategies.
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