Roger Wan, Tep, Pfp®, Aicb, Sti
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Roger Wan, Tep, Pfp®, Aicb, Sti Email & Phone Number

Director, Private Wealth at OTT Financial Group at OTT Financial Group
Location: Markham, Ontario, Canada 7 work roles 1 school
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Current company
OTT Financial Group
Role
Director, Private Wealth at OTT Financial Group
Location
Markham, Ontario, Canada
Company size
49 employees

Who is Roger Wan, Tep, Pfp®, Aicb, Sti? Overview

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Quick answer

Roger Wan, Tep, Pfp®, Aicb, Sti is listed as Director, Private Wealth at OTT Financial Group at OTT Financial Group, a company with 49 employees, based in Markham, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Roger Wan, Tep, Pfp®, Aicb, Sti.

Roger Wan, Tep, Pfp®, Aicb, Sti previously worked as Director, Private Wealth at Ott Financial Group and Director, Private Wealth at Ott Financial Group. Roger Wan, Tep, Pfp®, Aicb, Sti holds Diploma, Business Administration And Management, General from The Hong Kong Polytechnic University.

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Email format at OTT Financial Group

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OTT Financial Group

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Profile bio

About Roger Wan, Tep, Pfp®, Aicb, Sti

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.

Listed skills include Estate Planning, Retirement Planning, Succession Planning, Trust Services, and 9 others.

Current workplace

Roger Wan, Tep, Pfp®, Aicb, Sti's current company

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OTT Financial Group
Ott Financial Group
Director, Private Wealth at OTT Financial Group
ontario, canada
Website
ottcapital.com
Employees
49
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Company profile
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7 roles · 26 years

Roger Wan, Tep, Pfp®, Aicb, Sti work experience

A career timeline built from the work history available for this profile.

Director, Private Wealth

Current
Ott Financial Group

Toronto, Canada Area

Focus on high net worth Chinese clients' private investment

Aug 2019 - Present

Director, Private Wealth

Current
Ott Financial Group

Toronto, Ontario, Canada

Aug 2019 - Present

Wealth Planner

Hsbc Private Wealth Services (Canada) Inc.

Ontario, Canada

Increased business growth and retention by reviewing affluent clients’ tax implication and unique needs. Provided tailor made retirement and legacy planning, family protection using insurance, cash flow optimization, philanthropic planning and business transition planning according to their needs. Suggested investment strategies and tax minimization when.

Jan 2013 - Aug 2019

Associate Director, Trust Services, Global Wealth Solutions

Hsbc Retail Banking And Wealth Management

Canada

  • Provided estate planning and domestic / offshore trust structure to high-net-worth individuals and their families with a comprehensive range of wealth planning solutions in trust and estate planning services.
  • Generated above immediate revenues targets in seven consecutive years.
  • Connected affluent clients with Private Wealth Investment Counsellor for discretionary portfolio investments.
  • Successfully retained deceased’s estate stay with home branch and introduced beneficiaries be new clients.
2005 - 2013 ~8 yrs

Asian Sales Manager, Canada

Franklin Templeton Investments

Across Canada

  • Oversaw all Asian mutual funds wholesale business in Canada, with emphasis in Ontario, BC, Quebec and Alberta.
  • Developed various marketing tools and methods for specific niches, employed media to enhance exposure and positioning of financial products, drove to increase market share and customer loyalty, maintained sales.
  • Achieved 120% of sales target 2 times in 4 years while the Company underwent net redemption.
  • Ranked 1st quartile performer amongst peers consistently and numerous stock options.
2000 - 2005 ~5 yrs

Senior Advisor

Rbc Wealth Management - Estate & Trust Services

Ontario, Canada

  • Provided investment solutions for affluent clients with focus on discretionary investment, Trusts (including Offshore Trusts), Estate Planning, Wills, Pool Funds and Offshore Investments.
  • Integrated sales with financial planning support to business partners in Investment Specialists team, Private Wealth, Business Banking and Retail Banking officers. Planned and implemented sales activities, practiced.
Mar 1999 - Mar 2000

Senior Manager, Personal Banking

Rbc

GTA, Ontario

  • Pioneered the first Mobile Banker in Ontario serving high profile professionals outside a branch location.
  • Provided retail-banking services for mass-market including mortgages, personal lending and investments including in-house mutual funds.
Feb 1989 - Mar 1998
Team & coworkers

Colleagues at OTT Financial Group

Other employees you can reach at ottcapital.com. View company contacts for 49 employees →

FL Fengze(William) Liu Fengze(William) Liu Colleague at Ott Financial GroupCanada, Canada View → M( Manfred (Youming) Hu Manfred (Youming) Hu Colleague at Ott Financial GroupRichmond Hill, Ontario, Canada, Canada View → RZ Richard Zhu Richard Zhu Colleague at Ott Financial GroupToronto, Ontario, Canada, Canada View → JH Jason H. Jason H. Colleague at Ott Financial GroupToronto, Ontario, Canada, Canada View → HS Happy Se Happy Se Colleague at Ott Financial GroupMarkham, Ontario, Canada, Canada View → JL Jing Liu Jing Liu Colleague at Ott Financial GroupCanada, Canada View → KL Karen Lu Karen Lu Colleague at Ott Financial GroupNorth York, Ontario, Canada, Canada View → RA Ruth Askale Ruth Askale Colleague at Ott Financial GroupNorth York, Ontario, Canada, Canada View → AB Abdallah Benidder Abdallah Benidder Colleague at Ott Financial GroupToronto, Ontario, Canada, Canada View → KZ Ke Zhang Ke Zhang Colleague at Ott Financial GroupToronto, Ontario, Canada, Canada View →
1 education record

Roger Wan, Tep, Pfp®, Aicb, Sti education

FAQ

Frequently asked questions about Roger Wan, Tep, Pfp®, Aicb, Sti

Quick answers generated from the profile data available on this page.

What company does Roger Wan, Tep, Pfp®, Aicb, Sti work for?

Roger Wan, Tep, Pfp®, Aicb, Sti works for OTT Financial Group.

What is Roger Wan, Tep, Pfp®, Aicb, Sti's role at OTT Financial Group?

Roger Wan, Tep, Pfp®, Aicb, Sti is listed as Director, Private Wealth at OTT Financial Group at OTT Financial Group.

Where is Roger Wan, Tep, Pfp®, Aicb, Sti based?

Roger Wan, Tep, Pfp®, Aicb, Sti is based in Markham, Ontario, Canada while working with OTT Financial Group.

What companies has Roger Wan, Tep, Pfp®, Aicb, Sti worked for?

Roger Wan, Tep, Pfp®, Aicb, Sti has worked for Ott Financial Group, Hsbc Private Wealth Services (Canada) Inc., Hsbc Retail Banking And Wealth Management, Franklin Templeton Investments, and Rbc Wealth Management - Estate & Trust Services.

Who are Roger Wan, Tep, Pfp®, Aicb, Sti's colleagues at OTT Financial Group?

Roger Wan, Tep, Pfp®, Aicb, Sti's colleagues at OTT Financial Group include Fengze(William) Liu, Manfred (Youming) Hu, Richard Zhu, Jason H., and Happy Se.

How can I contact Roger Wan, Tep, Pfp®, Aicb, Sti?

You can use AeroLeads to view verified contact signals for Roger Wan, Tep, Pfp®, Aicb, Sti at OTT Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Roger Wan, Tep, Pfp®, Aicb, Sti attend?

Roger Wan, Tep, Pfp®, Aicb, Sti holds Diploma, Business Administration And Management, General from The Hong Kong Polytechnic University.

What skills is Roger Wan, Tep, Pfp®, Aicb, Sti known for?

Roger Wan, Tep, Pfp®, Aicb, Sti is listed with skills including Estate Planning, Retirement Planning, Succession Planning, Trust Services, Seminar Presentations, Investment Banking, Retail Banking, and Financial Planning.

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