I lead a team in providing comprehensive wealth management advice to multi-generational business families, entrepreneurs, business executives, foundations and non-profits.

An investment management veteran with over 30 years of experience, I have successfully guided clients through many bull & bear market cycles and their subsequent full recoveries. I am confident in my abilities to help you navigate into future market cycles.

I manage concentrated, high-conviction global portfolios using my own proprietary technical analysis after screening companies for strong fundamentals. I am tactically-active in my strategy. My team & I roll up our sleeves and get to work doing deep due diligence on each and every company we invest in. We invest for the long-term but are always conscious of short-term risks. Risk management is paramount. My personal wealth is invested in the same strategies as our clients. We are in this together.

We will listen carefully to you. Our multi-disciplinary, wealth planning solutions are always custom-tailored to you and your family, with absolutely no cookie-cutter approaches.

I believe strongly that your "investor behaviour" plays a huge role in your success as an investor. Every elite athlete has an elite coach by their side. My promise to my clients is that I will be there to nudge you to do the uncomfortable things that will result in you being a better and stronger investor.

My team and I take great pride in being able to offer our clients an unmatched client advisory experience that is built on trust. We build deep and long-term relationships with our clients and their families. You are never just a number.

We may not be curing cancer but are passionately proud that our work has made a huge difference in the lives of our clients, their families and the communities they support.

The August 2021 episode of Fill the Gap shines a light on the vitality of technical analysis not often on display in broader financial media. Learn how client advisors use technical analysis to improve portfolio risk management, strengthen the investment process and supplement client education in this engaging conversation with Pamela Yoon, CMT & Senior Portfolio Manager at RBC Dominion Securities in Vancouver, British Columbia, Canada.

An investment management veteran with over 30 years of experience, Pam has guided a wide range of investors through many bull and bear markets. We discuss her process in detail to better understand how she manages concentrated, high-conviction global portfolios, while always controlling risk. As a tactical portfolio manager, Pam blends a unique mix of technical tools and analytical methods into her process. The conversation also touches on how cognitive neuroscience literature relates directly to the contrarian positioning often required by disciplined active managers who respond to the evidence of market price.* *