Irene Yan
CIM, FCSI

My Background

As the lead of her team, Irene has over 28 years of extensive experience in portfolio management, financial and insurance planning. Irene is committed to understand each of our clients' needs, provide customized investment strategies and prudent advices to help our clients build, manage and protect their wealth.

Irene holds several well-recognized professional designations including Chartered Investment Manager (CIM^®) and Fellow of the Canadian Securities Institute (FCSI). She is fluent in English, Cantonese and Mandarin.