Integrity, Reliability and Discipline
Yan has over 16 years of experience in both finance and wealth management. Her expertise lies in investment portfolio management and comprehensive wealth planning. Yan builds long-lasting, multi-generational relationships rooted in trust, professionalism, and exceptional service. She works closely with high-net-worth and ultra-high-net-worth individuals and families. By attentively listening and thoroughly understanding their needs, she provides personalized wealth management plans and tax-efficient investment strategies that align with their unique goals and values.
Yan earned her Master of Business Administration (MBA) in Finance from the University of British Columbia (UBC) in 2013. She holds both the Chartered Professional Accountant (CPA, CMA) and the Chartered Investment Manager (CIM) designations. In addition, she is licensed for options trading.
Who Yan can help
Yan’s services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their financial assets. Clients include:
- Successful business owners who need help managing personal and business financial assets, and transferring wealth to the next generation in a tax-efficient manner
- New immigrants seeking professional guidance to familiarize themselves with the Canadian investment landscape, to settle down and to grow their assets
- Pre-retirees and retirees who want to make the most of their savings, and to maximize their after-tax retirement income while protecting their financial security
- Busy executives and professionals looking to free their time to focus on their personal and career goals
- Institutions requiring assistance to manage their investment assets according to specific guidelines
Meet your team
