Learning quickly and adapting under pressure

Thursday, June 24, 2021

by Alyana Versolatto

Since we last caught up with Arthur Wang (BAFM, MAcc ’13) in 2019, his career hasn’t slowed down one bit. As an estate planning specialist at RBC Wealth Management Financial Services, Wang has been focussed on building and expanding his team, and on pursuing professional development opportunities. Most recently, he’s obtained his Trust and Estate Practitioner (TEP) designation and Certified Financial Planner (CFP) designation.

In estate planning, he helps high-net-worth and ultra-high-net-worth clients with their overall financial plans. For Wang, the global pandemic has shifted how his team and clients interact with one another, primarily in terms of their overall speed and efficiency. Like many other businesses, COVID-19 required them to switch to an online environment very quickly, and in his words, the transition has been successful. Instead of a wet signature, their processes moved entirely to electronic signatures in a matter of weeks, and while it was challenging, he notes that it has provided an opportunity for further efficiency in a post-pandemic world.

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