Address525 8 Ave SW
Calgary, AB T2P1G1
My BackgroundAs a financial planner and investment advisor, Yan provides high net worth individuals, business owners and their families with investment advice, helping them develop and execute a personalized financial plan tailored to their personal and financial situation. She has a Bachelor of Commerce degree with dual majors in Finance and Marketing and holds the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Canada. Yan has worked in the financial services industry since 2007, helping clients on business succession, retirement, estates, or tax planning. Yan will work with you to build wealth strategies and solutions based on who you are and your unique objectives.
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