Wendy Wen

WORK HISTORY

EDUCATION

ABOUT WENDY WEN

Beyond the balance Sheet. A Family Office experience designed to simplify the complexity and enhance the endurance of your legacy. As a Senior Wealth Advisor and Portfolio Manager, I’m passionate about building trust-based relationships with strategic wealth planning solutions tailored for every family. So we can help you to answer these important questions -How do I Simplify Complex Financial Matters -What does my Retirement Picture Look like-How do I ensure a Smooth Business Exit or Transition Plan -What are the most tax efficient ways to draw income for my desired Lifestyle-How do I achieve all my goals without paying too much taxes -How do I retain Business Legacy, or preserve my Legacy to give for the cause that I care about-How do I Protect My Family and Ensure the Next Generation become a Better Steward of our family legacy? Over the past 20 years, we have proven strategies tailored for families to help them securing goals such as: Retire Richer by Securing a Tax Efficient Financial Plan Pay Less Tax by Sheltering Corporate Assets while Maintaining Cash flow Reduce or Eliminate Tax on Passive Income Protect Some of Your Assets from Creditors, Rising Inflation, and Market Volatility Provide Liquidity to Buy Out Your Partner’s Spouse if Something Happens to Them Simplify all Financial Complexities in your life and Create a Peace of Mind Leave your loved ones a Legacy without Complexity Explore our Family Office framework : Wendy WenWen Family Wealth Group of RBC Dominion Securities