Kaori Wang, PFP, BA
Investment Advisor
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Kaori brings over 17 years of financial and investment advisory experience
for high net worth clients. Kaori earned a Bachelor's Degree from
Simon Fraser University. Her expertise in the fields of equity, debt
instruments, and insurance position her to create comprehensive holistic
wealth management plans. Using the big picture approach, Kaori works
closely with her clients to identify long and short-term goals, risk tolerance,
minimize tax (as it relates to investments) and estate needs to develop highly individualized, balanced portfolios that help clients to build and preserve wealth to achieve their financial and legacy goals. Kaori is also fluent in Mandarin.