Edward Yun, CPA, CA, CFP, CIM

Investment Advisor

905-845-9244 | Email me
905-469-7005

Ed’s extensive experience in the financial services industry over the past 25 years encompasses the areas of investment management, income tax, risk management, estate, pension and retirement planning.

After graduating from York University with a Bachelor’s degree in Economics, Ed began his career in 1988, qualifying as a Chartered Accountant with a national accounting firm. He then completed the Canadian Institute of Chartered Accountants In-Depth Tax Program, enabling him to offer more specialized advice for his personal and corporate clients.

Since 1994, Ed has focused exclusively on comprehensive personal wealth planning for professionals, executives, small business owners and retired couples.

Ed has earned the following professional designations:

  • Chartered Professional Accountant (CPA)
  • Chartered Accountant (CA)
  • Certified Financial Planner (CFP)
  • Chartered Investment Manager (CIM)

In addition, Ed has given back to both the Oakville community and to his profession having served as a Board Member and Treasurer of The Premier Charity Golf Classic for five years as well as the Peel Halton Chapter of Advocis – The Financial Advisors Association of Canada for three years. He is an active member of the Chartered Professional Accountants of Ontario and is certified under the Financial Planning Canada Standards Council.

Aaron Recinos-Lopez

Associate

905-815-8270 | Email me

In 2010, Aaron graduated from Sheridan College with a diploma in Business Administration and Financial Planning. From 2011-2014, Aaron attended the University of Toronto and graduated with a Bachelor of Arts majoring in Economics. He is also a candidate in the Chartered Financial Analyst (CFA) program.

Aaron joined RBC as a Banking Advisor in 2016 where he was tasked to assist clients in their everyday banking, credit and investment needs. In 2017, he joined RBC Dominion Securities where he plays an important role in day to day operations.

Aaron enjoys doing physical activities such as running, weight lifting and mixed martial arts. Other hobbies include cooking, watching movies, reading and art.