Topline | Sonya Wang

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Sonya Wang

SRM at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Atomy Canada Inc.</span>

Intro Book

Seasoned financial planner and wealth manager with 15+ years of experience.

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Location

Canada, CA

Languages

English -
Chinese -

Skills

Investments
Credit
Loans
Mortgage Lending
Banking
Portfolio Management
Customer Service
Retail Banking
Financial Planning
Wealth Management
Mutual Funds
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Sonya has over 15 years of experience in the financial industry, with a Master’s degree in Business, Management, and Marketing. She’s worked with big players like CIBC and Manulife Financial. Her certifications and fluency in English and Chinese add to her value. Considering her experience, education, and certifications, I’d estimate her hourly rate to be around $125. This is slightly below the average rate for financial planners with similar experience, but her background in electrical engineering and business management might bring a unique perspective to her work. She could potentially command higher rates, but her current role and industry context suggest a lower rate.

Bio

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Topline AI

Sonya Wang is a seasoned financial professional with expertise in investments, credit, and mortgage lending, offering financial planning and wealth management services. With over 15 years of experience in the industry, Sonya has worked with various organizations, including CIBC, Manulife Financial, and Atomy Canada Inc., providing financial advice and guidance to clients. She holds a Master's degree in Business, Management, and Marketing from the University of Thames Valley and a Bachelor's degree in Electrical and Electronics Engineering from Dalian University of Technology. Sonya is certified in CSC PFP WME and is fluent in both English and Chinese.

Credentials

CSC PFP WME

-

Experience

Atomy Canada Inc.
- Markham, Ontario, Canada
- SRM
  - Jul 2019 - Present
  - Markham, Ontario, Canada
The Mortgage Centre
- Richmond Hill, ON
- Mortgage Consultant
  - Apr 2015 - Jul 2019
  - Richmond Hill, ON
  Residential&commercial mortgage
Dominion Lending Centres Inc
- 1935 Leslie Street, Toronto
- Mortgage Professional of The Integrity Professionals Inc. (Powered by Bedrock...
  - Sep 2014 - Apr 2015
  - 1935 Leslie Street, Toronto
  residential&commercial mortgages
CIBC
- Financial Advisor
  - Oct 2006 - Apr 2014
  Financial planning, consulting, advising client regarding their financial matters.
Manulife Financial
- Financial Advisor
  - Jun 2002 - Oct 2006
  Consulting client regarding their insurance need

Education

1996 - 1998

University of Thames Valley, London England

1996 - 1998
1981 - 1985

Dalian University of Technology

1981 - 1985

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Online and Mail Order Retail”

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Sonya Wang

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100 Credits For FREE

$125.0

Hourly Rate