Evan Wan

Evan Wan is a seasoned professional in the financial services industry, currently serving as a Compliance Officer at Carte Wealth Management Inc. since March 2022, where responsibilities include supporting trade processing with Tier 2 supervision and ensuring compliance with CIRO/MFDA requirements. Previously, Evan held the position of Corporate Branch Manager, overseeing Tier 1 supervision of registered dealing representatives while monitoring transaction suitability and advisor behavior. In addition, Evan has been a Financial Advisor and External Branch Manager at Elegant Financial Inc. since February 2014, and initially functioned as an Administrative Assistant, providing crucial support to financial advisors. Evan's education includes multiple courses from the IFSE Institute and a Bachelor's degree in Medical Sciences from Western University.