Roger Wan Email
Director, Private Wealth @ OTT Financial Group
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Roger Wan Location
- Markham, ON, CA
Roger Wan Work
- Director, Private Wealth @ (August 2019 - Present)
- Director, Private Wealth @ (August 2019 - Present)
- Wealth Planner @ HSBC Private Wealth Services (Canada) Inc. (January 2013 - August 2019)
- Associate Director, Trust Services, Global Wealth Solutions @ (January 2005 - January 2013)
- Asian Sales Manager, Canada @ (January 2000 - January 2005)
- Senior Advisor @ (March 1999 - March 2000)
- Senior Manager, Personal Banking @ (February 1989 - March 1998)
Roger Wan Education
- The Hong Kong Polytechnic University
Diploma (Business Administration and Management, General)
1981-1985
Roger Wan Skills
- Estate Planning
- Retirement Planning
- Succession Planning
- Trust Services
- Seminar Presentations
- Investment Banking
- Retail Banking
- Living Will
- Financial Planning
- Philanthropy
- Mutual Funds
- Offshore Trusts
- Financial Advisory
- Financial Services
Roger Wan Summary
- Roger Wan, based in Markham, ON, CA, is currently a Director, Private Wealth at OTT Financial Group. Roger Wan brings experience from previous roles at OTT Financial Group, HSBC Private Wealth Services (Canada) Inc., HSBC Retail Banking and Wealth Management and Franklin Templeton Investments. Roger Wan holds a 1981 - 1985 Diploma in Business Administration and Management, General @ The Hong Kong Polytechnic University. With a robust skill set that includes Estate Planning, Retirement Planning, Succession Planning, Trust Services, Seminar Presentations and more. Roger Wan has 1 emails on RocketReach.
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