LifeFWD Webinar: Episode 03 - Toronto скачать в хорошем качестве

LifeFWD Webinar: Episode 03 - Toronto

In this episode of our LifeFWD webinar series, we hear from Tao Wang, Founder of RichAn Financial, as she shares her personal and professional journey navigating the Canadian financial landscape. Interviewed by Betsy Luo, Business Development Manager, BMO Insurance, Tao reflects on her experience working with immigrant and high-net-worth clients, building trust across cultures, and growing her practice with empathy and resilience. As a Chinese immigrant, Tao discusses how shared cultural backgrounds helped her connect with clients, while also emphasizing the importance of respecting differences and listening deeply. She shares how mentorship shaped her career, how she balances work and family life, and how she now leads a team of young advisors. Topics Covered: • Transitioning from accounting to financial planning • Serving immigrant and high-net-worth clients • The power of mentorship in career growth • Balancing work, family, and personal well-being • Empowering women and newcomers in finance • Leading and mentoring a team of young advisors Whether you're a financial professional, aspiring advisor, or someone navigating career transitions, this episode offers valuable insights and heartfelt reflections.