As an Investment Advisor, Yan provides tailored financial planning and wealth management strategies for aspiring wealth-minded individuals, families, and business owners by working with RBC's Wealth Management partners across Canada and internationally.
As a part of this relationship, Yan has access to tax experts, will & estate consultants, and business specialist from across RBC to work collaboratively to provide a complete range of services to support clients' short and long-term goals.
Yan offers an extensive background in client relationship to her role as an Investment Advisor, drawing on over 10 years’ experience within banking industry in different countries, consisting of a wide range of Leadership and Advisory positions.
Yan holds dual MBA degree from York University and Peking University. She is also a Certified Financial Planner in Canada. With the experience of helping local and international clients, Yan provides customized strategies to help address their specific goals. She is pursuing a profession where she could play a meaningful role in helping others achieve their dreams.
Away from the office, Yan enjoys working out and spending time with her family in nature.
Areas of Focus:
Tax Efficient Savings & Investment
Cash Flow & Liquidity Planning
Retirement & Tax Planning
Business Owner Planning
Wealth Succession & Charitable Giving
