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Our team is high-performing and award-winning, but most of all, we’re united in understanding that this profession allows us to achieve some very special outcomes for our clients and the families we work with.
Senior Portfolio Manager & Wealth Advisor
After running a successful hedge fund, Michael realized that investment returns alone did not provide what his clients needed most: “My goal is to grow not just your portfolio, but your personal net worth and the value of your business while making sure that you have a true financial quarterback across a range of critical wealth management needs.” This has been Michael’s aim since he started Michael Yhip Wealth Partners, now an award-winning advisor practice at RBC Dominion Securities.
Michael started his career as an investment banker in the late ‘90s, advising companies and governments on their debt strategy and financing needs. He then went on to build RBC’s national interest rate risk management business for its commercial clients, which helped a significant number of public and private companies access better tools to help them manage their risks. But it’s when he started his own hedge fund–in 2006–that Michael began to recognize his ability to think differently, create value, and solve unprecedented business challenges. In 2011, he won a Morningstar Investment Award in the category of Best Multi-Strategy Hedge Fund for his performance during 2008-2011, one of the most difficult economic climates in recent history. In 2020, and as a Portfolio Manager, he again achieved exemplary investment performance, which his clients attest to Michael’s expert strategizing, execution, and honest communication during this difficult period.
The combination of dedicated study, significant practical experience, and continuous learning is what translates to superior outcomes for Michael’s clients. His approach is to start by understanding a client’s journey, building a strategy to secure their wealth, and then managing that wealth at every stage of the journey. He acts as an informed guide and key advisor to business owners with the most complex financial affairs.
Michael graduated from the University of Toronto with a Bachelor of Commerce degree (B.Com - Honors) with a joint specialist in Finance and Economics and is a Chartered Financial Analyst (CFA). Michael was also one of the early graduates of Singularity University (SU), Canada’s executive program that examines how key converging technologies will shape our future and the leadership challenges and opportunities we will face.
Michael and his wife, Meagan, live in Toronto with their two children, Ella and Isadora (Izzy). In his off-hours, he enjoys practising mixed martial arts (Brazilian jiu-jitsu), reading, traveling and cheering passionately for the Toronto Raptors. Michael has been involved with the community through his work raising funds for the Michael Garron Hospital Foundation, the West Park Hospital Foundation, and other charities.
His current passion project is bringing the story of Canadian soccer legend Christine Sinclair, who holds the record for most international goals in the sport, to life through an animated film.
Associate Wealth Advisor
Louie Chen graduated from The University of Toronto in 2012 with a bachelor’s degree in business administration. Immersing himself in finance courses, he developed a fascination with the investment markets and the idea of “making money with money.”
A bright, passionate, resourceful business grad, Louie tried out a few industries before finding his home in finance. He formed a small consulting company with some of his fellow University of Toronto alumni, tried his hand at real estate, and eventually unearthed a passion for finance in a role where he supported investment advisor teams and learned everything he could about the industry.
Over time, it became obvious to Louie that he truly enjoyed interacting and building relationships with clients, and wanted to further develop his understanding of the investment markets under experienced mentors. To further his personal growth and career advancement, Louie took the required courses to be licensed by the Investment Industry Regulatory Organization of Canada (IIROC) and is currently writing exams to become a Chartered Financial Analyst (CFA).
In 2019, an opportunity became available to join Michael Yhip Wealth Partners, and today, it’s hard to imagine our team without Louie. A licensed investment associate, he manages everything from team administration to financial projection analysis while learning and transitioning to be more involved with investment management. He’s a skilled problem-solver and takes a lot of pride in what we accomplish as a team. “No one else can do what we do for our clients. That’s an incredible feeling.”
Away from work, Louie is passionate about cooking and enjoys trying recipes from different cultures for his loved ones. He also loves traveling, and has a bucket-list goal to travel to every country in the world during his lifetime.
Associate
Throughout his 15-year career in capital markets, Sacha Francisco developed a keen interest in investing and portfolio management. His talent for this branch of financial services ultimately led him to Michael Yhip Wealth Partners and the wealth management side of the business.
Prior to joining the team in 2022, Sacha spent seven years as an Investment Analyst at a boutique investment counsel. His work focused primarily on equity portfolio management for high-net-worth individuals, endowments and foundations, where he performed equity research, idea generation, portfolio construction and trading.
Along with investment management, Sacha is driven by his passion for building relationships with his clients and is committed to helping each one achieve their wealth management goals.
A believer in lifelong learning, Sacha graduated from the University of Toronto with a Bachelor of Arts (Hons.) in Finance and Economics and holds the Chartered Financial Analyst (CFA) designation.
Beyond work, Sacha enjoys spending time with his family and friends. He’s also an avid reader, golfer and loves to travel.
Marcus Liu’s first encounter with the world of wealth management was through a stock simulation back in high school. Ever since then, he has nurtured a passion for the way markets work and how wealth is managed.
Building on the interest sparked in high school, Marcus pursued a Bachelor of Commerce degree with a concentration in Finance from Carleton University, from which he graduated in 2020. Marcus started his career working at an online investment management company. While he assisted clients with their basic investment needs, he did not have many chances to build meaningful relationships. He found that he preferred working with clients on a more intimate and personal level where he could make a greater impact to their financial outcomes.
In 2022, he Marcus had the opportunity to join Michael Yhip Wealth Partners. His desire to provide clients with a worry-free wealth management experience, and his passion for building meaningful relationships, made him a great fit for the team.
Today, Marcus is a licensed investment representative, ensuring administration matters are handled smoothly and efficiently. His work is invaluable in enabling his team to effectively manage the diverse and often complex wealth management needs of their clients.
On a typical weekend, Marcus enjoys weight training, reading a new book, or tuning into the Formula 1 Race.