SAN ZAW
San Zaw,
MSc, BSc
SERVICE ASSOCIATE
I’ve always been curious about how things work and why they work the way they do.
Combined with my attention to detail, this mindset drives me to look beyond the surface, understand the bigger picture, and find thoughtful solutions.
San Zaw – My Story
I’ve always been someone who enjoys working with numbers. That interest led me to
earn my Bachelor’s degree in Accounting and begin my career in corporate finance at
Unilever. Originally from Myanmar, I’ve had the opportunity to study in the UK,
Singapore, and most recently Canada, where I completed my Master’s in Finance.
Along the way, I experienced different cultures and perspectives, but it was Vancouver’s
beautiful scenery and welcoming community that made me decide to call it home.
Although I enjoyed the analytical side of finance, I realized I wanted to be in a role
where I could see the impact of my work on people. That’s what drew me to wealth
management. As a Service Associate, I enjoy helping create a smooth and positive
experience for our clients. Whether it’s supporting our advisors, coordinating client
requests, or making sure every detail is taken care of, I take pride in knowing that the
work I do helps clients feel supported and well cared for.
Outside of work, you’ll usually find me browsing the library for my next thriller novel.
During the summer, I love exploring Vancouver’s outdoors, whether it’s hiking a new trail
or riding my bike through the city’s parks, trails, and waterfront.
Education
- Bachelor of Science, Accounting and Finance, University of Birmingham
- Master of Science, Finance, Simon Fraser University
- Canadian Securities Course (CSC®), Canadian Securities Institute
- Canadian Investment Regulatory Exam (CIRE), CIRO / OCRI
Client
Testimonials
Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.
– Alan and Margaret