Wealth One Bank of Canada
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.
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Wealth One Bank of Canada
WealthONE is a Canadian Schedule 1 digital bank whose purpose is to make accessing financial services a welcoming experience for all Canadians. Relationships are very important to us, so we collaborate with industry leaders and build strategic partnerships with the best mortgage brokers, real estate professionals, insurance and investment advisors to deliver innovative financial products and solutions to all our customers. WealthONE specializes in borrowing solutions for self-employed persons, multiple property owners, and newcomers to Canada. Our online and mobile banking app offer our customers a safe, convenient and seamless experience for everyday banking, borrowing, savings and investing needs. Great rates, exceptional service and common sense lending approach are at the core of the WealthONE philosophy. Wealth One Bank of Canada is a member of the Canada Deposit Insurance Corporation (CDIC) www.cdic.ca.