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Vicky Wang, PFP®

Vicky Wang, PFP®

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  • Timeline

  • About me

    Senior Private Banker at TD Wealth Private Banking

  • Education

    • Trent University

      -
      Honours Bachelor of Business Administration - BBA

  • Experience

    • TD

      Oct 2013 - now

      Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer 2021 Annual Summit Award Winner🏆 2021 Q3 & Q4 Summit Award Winner 2020 3 time ACE Awards Winner (Achievement in Cedit Excellence) 2018 Champion Financial Advisor2018 Top Advisor Award on Investment

      • Senior Private Banker at TD Wealth Private Banking

        Feb 2022 - now

      • Small Business Account Manager

        Apr 2019 - Feb 2022

      • Financial Advisor

        Jan 2016 - Apr 2019

      • Bilingual Easyline Specialist

        Oct 2013 - Dec 2015

  • Licenses & Certifications

    • Investment Funds In Canada

      Canadian Securities Institute

    • Canadian Securities Course

      Canadian Securities Institute

    • Personal Financial Services Advice (PFSA)

      Canadian Securities Institute

    • Financial Planning II

      Canadian Securities Institute

    • PFP

      Canadian Securities Institute

    • Financial planning I

      Canadian Securities Institute