Winnie Wy Pang
About Winnie Wy Pang
Winnie Wy Pang is a Regional Estate and Trust Administrator with extensive expertise in regulatory frameworks such as Anti-Money Laundering and Know Your Customer. She has a strong background in client services and estate planning, having worked at notable financial institutions including HSBC and BMO Nesbitt Burns.
Work at MD Financial Management
Winnie Wy Pang serves as the Regional Estate and Trust Administrator at MD Financial Management since 2020. In this role, she plays a crucial part in estate planning by preparing meeting packages and documentation. She coordinates with law firms and manages follow-ups with clients and lawyers to ensure a smooth process. Her responsibilities highlight her expertise in the estate and trust sector, contributing to the firm's commitment to client service.
Previous Experience at HSBC
Prior to her current position, Winnie worked at HSBC - InvestDirect as an Account Services Representative from 2013 to 2019. During her six years in this role, she developed strong skills in customer service and compliance, particularly in Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. She received the Quarterly Lion Award for her outstanding contributions to the retail banking and wealth management division.
Background in Financial Services
Winnie has a diverse background in the financial services industry, having worked at BMO Nesbitt Burns in various capacities. She served as an Administrative Assistant from 2008 to 2012 and later as an Investment Representative from 2012 to 2013. Her experience in these roles helped her develop a keen eye for detail, particularly in documentation review, where she was recognized for her ability to identify significant information.
Education and Expertise
Winnie holds a Bachelor of Commerce degree from York University, where she studied from 2001 to 2007. This educational background provided her with a solid foundation in business principles. Her expertise extends to regulatory frameworks such as Customer Due Diligence (CDD) and tax residency validation, which are essential in her current role in estate and trust administration.
Commitment to Client Experience
Winnie demonstrates a strong commitment to exceeding client expectations in her professional roles. She adapts flexibly to the unique needs of clients, emphasizing a memorable client experience. Her approach reflects her dedication to providing high-quality service and support in the financial sector.