Roger Zhang

Planning Director, Estate & Financial Planning Services @Sun Life

West Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2021 — Present

Planning Director, Estate & Financial Planning Services @Sun Life

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Vancouver, BC, CA

EDUCATION

2002 — 2006

Beijing Foreign Studies University

Bachelor

2010 — 2012

Simon Fraser University

Master of Business Administration

ABOUT ROGER ZHANG

Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Budgeting, Analytical Skills Investment Planning, Tax Planning and Estate Planning. Strong finance professional with a Master of Business Administration focused in Business from Simon Fraser University.

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Roger Zhang — Planning Director, Estate & Financial Planning Services at Sun Life in West Vancouver, BC, CA | Unifers