Margaret Yee, CFA

Vice-President & Portfolio Manager

604-257-3238 | Email me
1-800-427-7766

Margaret believes the most successful long-term relationships are built on honesty, trust and respect.  She enjoys getting to know each of her clients and learning what is truly important to them.  This information allows Margaret to design a customized and disciplined strategy focussed on her clients.  By leveraging the expertise of partners and specialists, she can deliver solutions for virtually any of her clients' wealth management needs.
 
Margaret is a discretionary portfolio manager with over 25 years of extensive experience in the wealth management industry.  She earned her Bachelor of Business Administration (BBA) degree from Simon Fraser University, received the Chartered Financial Analyst (CFA) designation from the internationally recognized CFA Institute, and completed the Executive Marketing Program at Queen's University.  Margaret is a CFA charterholder and member of the Chartered Financial Analysts' Society since 1992.
 
Margaret is a busy hockey mom, enjoys road trips and dinner parties.  Recent additions to her family include two energetic and mischievous miniature schnauzer puppies.

Trang Pham, BComm

Associate

604-257-2551 | Email me

Trang has over 10 years of client service experience at RBC, spanning from the retail branches to Private Banking and now Wealth Management.  She is a licensed Associate who has proven her expertise in working with high-net-worth clients, trusts, businesses and foundations.  Trang shares a passion in striving for excellence in client service and quality.  Her accuracy and attention to detail along with her organizational skills makes her a solid and valuable member of the team.

 

Trang graduated from the Sauder School of Business at UBC majoring in Finance, with a Bachelor of Commerce degree.  She continued her education and expanded her expertise by successfully completing the Canadian Securities Course, Conduct and Practices Course and most recently the Wealth Management Essentials Course.

 

Trang's favourite extreme sport is whitewater rafting.  As a world traveler, she is always looking for new places to visit and her next adventure.