Yvonne is the epitome of expertise, professionalism and service above all. Combine that with her dedication to you and your wealth management goals, and it's easy to see why Yvonne is one of the most sought-after Wealth Advisors by Canada's high net-worth clients.
A passionate, driven professional, Yvonne takes an It's all about you philosophy to provide you with personal wealth management for every stage of your life. Her team of financial and management experts help to ensure that you continue to build, protect and manage your wealth. It is a philosophy that has garnered exceptional praise from todays most savvy investors.
Highly educated with a Hon. Bachelor of Commerce degree and several advanced certifications including Professional Financial Planning (PFP), Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) and is a Fellow of Canadian Securities Institute (FCSI), Yvonne has the education and expertise to provide you with sophisticated solutions to meet your multi-faceted needs.
Active in the community, Yvonne participates in various events for the Canadian Breast Cancer Society, Yee Hong Centre for Geriatric Care and the Peel Childrens Aid Foundation. Married and raising two very active boys, Yvonne is a consummate professional who is dedicated to her family, her clients, her team, and her community.
So whether you are a business owner, woman in wealth, retiree or professional, you can be rest assured that Yvonne's professionalism, dedication and expertise are the perfect complements to your wealth management goals.