Yvonne enjoys the rare privilege of loving her day job, and takes a personal and hands-on approach to managing your wealth. She and her team build close ties with clients and their families, and take great pride in helping them gain confidence and clarity in all aspects of their financial health. If you’re looking for expert investment advice from a committed professional you know and trust, you will find it with Yvonne.
Yvonne has provided wealth management advice to high-net-worth families since 1998. She is a leading member of RBC Dominion Securities’ elite Chairman’s Council, comprised of our top Investment Advisors from across Canada and around the world. She holds an Honours Bachelor of Commerce degree and several advanced industry certifications, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Fellow of Canadian Securities Institute (FCSI). With extensive education and experience helping high-net-worth investors manage their wealth, Yvonne can provide you with sophisticated solutions to meet your complex financial needs. She is a highly dedicated advisor, prioritizing professionalism and service excellence in all of her work.
Yvonne is a firm believer in supporting important causes in her community. In particular, she is passionate about furthering financial literacy for women and youth and regularly supports the United Way’s Women United initiative through donation and volunteering. Yvonne also participates in various events for the Canadian Breast Cancer Society, Yee Hong Centre for Geriatric Care and the Peel Children’s Aid Foundation. Yvonne recently celebrated her 20th wedding anniversary with her husband, and together they are dedicated parents to two sons.
Whatever your next financial milestone, from planning your retirement, selling your business, all the way to building a lasting legacy for your family, Yvonne will be with you every step of the way.