Yan has over 15 years of experience working in both finance and corporate world. She is passionate about her wealth management career and her expertise lies in investment portfolio management and comprehensive wealth planning. Yan and her team work closely with high net worth and ultra-high net worth families, as well as institutions. Her breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex investment and wealth management needs.
Yan earned her Master of Business Administration (MBA) in Finance at the University of British Columbia (UBC) in 2013. She holds the Chartered Professional Accountant (CPA, CMA) designation since 2015 and the Chartered Investment Manager (CIM) designation since 2019. She is also licensed in options trading. Yan is a lifelong student who is always eager to learn. Not only has she completed numerous investment and wealth planning courses, but she has also been learning from top-notch market research and industry resources.
Apart from work, Yan regularly volunteers at UBC as an alumni mentor and admission profile reader. She is also a mentor for CPA Canada’s Mentorship Program and a volunteer lecturer for their Financial Literacy Program. She enjoys spending time with her husband Haolin and their son Theodore. Together they share a passion for leading a simple and healthy lifestyle, a love of reading, and travelling around the world as a family. Yan is fluent in English, Mandarin, and Cantonese.
