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We cherish our team’s unique culture, knowing it provides a safe, family atmosphere where new ideas are welcome, communication is direct, and solutions to our clients’ pressing questions come about quickly and with care.
Senior Portfolio Manager & Wealth Advisor
“Yvonne and her team have grown into one of the leading advisor teams in the country, a testament to her relentless pursuit of putting clients first and providing the best possible advice for their families.” – David Agnew, CEO RBC Wealth Management Canada
Immigrating to Canada from China at the age of eight was a foundational experience for Yvonne – one that has shaped her outlook on life, and finance. She started working at the age of nine. By 15, she had two jobs and was already investing. Understanding the importance of an education, Yvonne went on to put herself through school and graduate from the University of Toronto with an honours Bachelor of Commerce degree.
Now among the top 1% of Investment Advisors at RBC, Yvonne has managed wealth for affluent families and business owners since 1998. She enjoys the privilege of loving her day job, taking a hands-on approach to creating your financial plan, building close ties with you and your family, and guiding you through every stage in life. If you’re looking for expert financial advice from a committed professional you know and trust, you will find it with Yvonne.
Yvonne is a former member of DSAB – a platform that allows her to collaborate with our senior management to continually improve the client experience. Part of that experience, at least as Yvonne approaches it, is continual financial education for every member of your family. Whether at her office or your dining room table, she loves to give lessons in finance and get everyone aligned on the intergenerational wealth strategy we’ve designed for you.
Yvonne’s love of teaching extends beyond her clients and into her community work, as a mentor to new Investment Advisors, and a volunteer with financial literacy organization FuturFund. She is fortunate enough to be a regular speaker, volunteer, and donor for United Way’s Women United, a program empowering women and youth to overcome poverty and abuse. Yvonne has found a lot of fulfilment helping good, hard-working people carve out their own path to success.
Yvonne and her husband, Tony, are the proud and fortunate parents of two wonderful sons. As a family, they enjoy travelling and spending time at the cottage with their countless cousins, uncles, and aunts.
Team Operations Lead
At the heart of our operations is Ka-Lai Yu, who serves as our Team Operations Lead. Ka-Lai oversees team operations and works very closely with our team as well as our internal and external partners. She plays a key role in driving operational efficiency and team effectiveness to ensure every aspect of your experience with us is seamless and exceeds your expectations.
With over 30 years of experience in the financial industry, Ka-Lai’s career spans banking, wealth management, and professional training. Her diverse background includes a long-tenured regional leadership role at RBC Dominion Securities, which subsequently evolved into a national position. Her extensive experience has provided her with a strong foundation in client service, leadership, and team development.
Ka‑Lai holds a Bachelor of Commerce degree from McGill University and the Chartered Investment Manager (CIM) designation, reflecting her commitment to professional development and industry excellence.
Associate Wealth Advisor & Financial Planner
Briah began her career in the financial industry 10 years ago as an Associate, working her way to becoming a Certified Financial Planner and Associate Wealth Advisor. In her role, Briah has the opportunity to blend her keen interest in money management and financial planning with her enthusiasm for working with people. She thoroughly enjoys developing personalized, comprehensive plans with care and confidence, which help her clients achieve their individual goals.
A graduate of McMaster University with an Honours degree in Political Science, Briah has also completed her Certified Financial Planning designation. Her clients appreciate her approachable, friendly and diligent nature and the genuine level of care she brings to every interaction. Outside of work, Briah enjoys spending time with her spouse Logan and her children Hudson and Brody. Together, they like to travel and spend time at the cottage.
Associate Advisor
Yang joined our team in 2021, bringing with him several years of investment analysis experience from multiple financial service and investment management firms. Relying on his analytical skills, Yang plays an integral part in providing you financial peace of mind.
Operating behind the scenes, Yang researches the myriad elements that may impact the markets – and thus your portfolio. “It’s not just about knowing what’s going on in the markets, it’s about understanding why it’s happening,” he says. Yang is proficient at interpreting minor shifts and macro trends alike, but just as important, he is adept at translating the world of investing into concise, actionable information for client- facing reports.
Yang has completed all three levels in his pursuit of becoming a Chartered Financial Analyst (CFA) charterholder, as well as all his Financial Risk Manager (FRM) exams. He also holds a Master of Financial Risk Management from the University of Toronto’s Rotman School of Management, as well as a Bachelor of Mathematics/ Business Administration from the University of Waterloo.
In his off hours, Yang enjoys spending time with friends, playing sports, including soccer, basketball, and golf.
Kartik joined the RBC family in 2021, bringing with him several years of hospitality experience, which he gained while working with leading hotel brands across the globe. He began his career with RBC Direct Investing as an Investment Services Representative, quickly completing his CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) courses to become a licensed trader. In that role, he was known to provide his clients with best-in-class service, taking ownership of their experience with RBC Dominion Securities. Affable, proactive and always looking to exceed expectations, Kartik is also a subject matter expert and helps train new cohorts at the firm. In his current role as a Wealth Management Associate with RBC Dominion Securities, Kartik provides access to a comprehensive range of services to help clients build and protect their wealth.
With a client centric approach, Kartik is dedicated to making sure that his clients always have a seamless experience. His speed and accuracy come handy, particularly when time is of the essence.
Kartik holds an MBA in Marketing from Amity University and has completed his bachelor’s degree in Hospitality & Hotel Administration from the Institute of Hotel Management.
Outside of work, he loves cooking, going on long runs, spending time with family, traveling and playing soccer with his friends.
Abhijith is dedicated to building strong client relationships. He thrives on understanding individual needs and delivering a personalized experience. His clear communication, efficiency, and friendly demeanor ensure every client receives exceptional service.
As a key member of our team, Abhijith assists with various wealth management activities, including trade placements, account management, administrative tasks, transfers, portfolio analysis, and client meeting coordination. He is a reliable and approachable resource, committed to ensuring a seamless client experience.
Abhijith holds a Master of Commerce from the University of Mysore and a degree in Financial Planning and Wealth Management. He is a licensed Investment Representative, having successfully completed the Canadian Securities Course, Conduct and Practices Handbook Course, and the Wealth Management Essentials course. Prior to joining RBC DS in 2019, he served as a Market Data Research Analyst at William O'Neil, a Boston-based securities applications firm, where he analyzed the North American equity markets.
Abhijith was recognized for his outstanding performance in Q2 2024 with an RBC Dominion Securities Performance Award. This award acknowledges his dedication to client service, strong work ethic, and valuable contributions to the team.
Outside of work, Abhijith enjoys swimming, hiking, Karting, and exploring the outdoors. He is also an avid traveler and enjoys experiencing different cultures.
Associate
Ronak joined RBC in 2021 and our team in 2025. He is an experienced financial services professional who is adept at delivering exceptional client experiences. During his more than three years at RBC Direct Investing as an Investment Services Representative, Ronak focused on resolving complex client issues and promoting digital self-service options. He also brings strong skills in trade execution, compliance, and team support.
In his current role, Ronak draws on his considerable organizational abilities to provide essential operational assistance to our team. His responsibilities include day-to-day account maintenance, executing trades, and supporting the overall client onboarding process. He is committed to delivering the highest possible level of client service with exceptional attention to detail, all while adhering to regulatory and compliance requirements.
Ronak holds a post-graduate degree in Financial Planning and Wealth Management, as well as a Bachelor of Management Studies with a major in finance. He has completed the Canadian Securities Course, Conduct and Practices Handbook and the Derivatives Fundamentals and Options Licensing course.
Administrative Assistant
As Administrative Assistant, Cassandra supports daily functions of the team with a focus on account opening, account documentation and account maintenance. An organized and sociable member of the team, Cassandra enjoys managing the day-today tasks that help our clients and firm thrive.
Cassandra joins us from her previous role as an adult school instructor and manager, where she earned her core operational skills. On a personal note, Cassandra has spent the last 30+ years studying Filipino martial arts and has taught self-defence and martial arts to children and adults for over 20 years.
Lainey joined our team in 2024 after earning her General Science degree with a major in Public Health and Behaviour from Brock University. A firm believer that the more secure and well-managed your finances are, the better your overall health will be, Lainey is passionate about helping the team and our clients in any way she can.
As an Administrative Assistant, Lainey will handle marketing and event coordination and assist Cassandra with administrative duties. In her spare time, she volunteers to teach young girls how to skate and play ringette, where they learn the importance of teamwork.
