Margaret Yee, CFA

Vice-President & Portfolio Manager

604-257-3238 | Email me

Margaret believes creating peace of mind through integrated wealth management strategies is the foundation of her success.  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 for her clients; including high-net-worth individuals, families, trusts, businesses and foundations.  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 20 years of extensive experience in the wealth management industry.  She earned her BBA from Simon Fraser University, awarded CFA charter from the internationally renowned CFA Institute, and completed the Executive Marketing Program at Queen's University.  Margaret is a CFA and member of the Chartered Financial Analysts' Society.

As a busy hockey mom, Margaret also enjoys the theatre, dinner parties and meditation.  Recent additions to her family include two energetic and mischievous miniature schnauzer puppies.

Craig Ju

Craig Ju, PhD

Administrative Assistant

604-257-2551 | Email me