Odlum Brown Limited
Joy Wang is a skilled tax and estate planner at Odlum Brown Limited, where responsibilities have included roles such as Manager of Client Services and Supervisor of Corporate Actions & Taxation since January 2014. Prior experience includes working as a Tax Administrator and Tax Administrative Assistant at Scotia Private Client Group from January 2011 to August 2013. Joy Wang holds a Bachelor of Business Administration (BBA) with Honours in Accounting from the Beedie School of Business at Simon Fraser University and has completed the STEP Canada Diploma Program in Trusts and Estates. Additionally, Joy Wang is a Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), and a member of the Society of Trust and Estate Practitioners (STEP).
Odlum Brown Limited
Odlum Brown has been helping clients achieve their financial goals for over 100 years. As a fully independent investment firm since 1923, Odlum Brown is committed to acting in clients’ best interests – always. Through disciplined investment advice, objective research and value-added financial planning services, the firm offers an exceptional full-service experience to grow and preserve clients’ wealth for the long term. Odlum Brown also invests in the communities where its clients and team members live and work through its passionate support of over 150 charitable organizations across Canada. In addition, the firm has earned prestigious national recognition as one of Canada’s Best Managed Companies since 1999 and one of Canada’s Most AdmiredTM Corporate Cultures since 2017. With six locations, 370 team members and over $18 billion in client assets under management, Odlum Brown’s growth and longevity are a testament to the firm’s strong commitment to its core values, common purpose and client-focused approach.