Simon Wang

Senior Financial Planner at TD Wealth Financial Planning

Simon Wang, MFIN, CFP®, CIM®, is a Senior Financial Planner at TD Wealth Financial Planning, a division of TD Waterhouse Canada Inc. They have previously worked as a Chemist at Apotex Inc. and participated in the CFA Research Challenge in 2016, where they developed a financial model for Canadian Tire. Simon has gained extensive experience in financial advisory roles at TD, starting as a Customer Service Representative and progressing to a Senior Financial Planner, consistently exceeding performance expectations. They hold a Master of Finance from Queen's University and a Bachelor of Science in Biological Chemistry from the University of Toronto.

Location

Toronto, Canada

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