Yifan Wang

Yifan Wang is a Financial Analyst at Wealth One Bank of Canada since November 2021, with previous experience as a Senior Specialist in Institutional and Pension Accounting at CIBC Mellon from July 2019 to September 2021 and as a Customer Service Representative at BMO Financial Group from May 2018 to June 2019. At BMO, Yifan provided tailored financial services, developed personalized financial plans, and created a client segmentation system that enhanced relationship management. Yifan holds a Bachelor's degree in Business Administration and Management from Ivey Business School at Western University, earned from 2017 to 2019, and an earlier degree in the same field from Western University from 2015 to 2017.