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 has held 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. A lifelong student, Yan is always eager to expand her knowledge. She has completed numerous investment and wealth planning courses and continually stays informed through top-tier market research and industry resources.
In addition to her professional work, Yan actively volunteers at UBC Sauder School of Business as an alumni mentor and an admission profile reader. She is also a mentor for CPA Canada’s Mentorship Program and a volunteer lecturer for their Financial Literacy Program. Outside of work, Yan resides in Vancouver with her husband and their son. As a family, they embrace a simple, healthy lifestyle, and enjoy reading and traveling the world. Yan is fluent in English, Mandarin, and Cantonese.
