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Alan Yiu, Financial Advisor

FINANCIAL ADVISOR
Alan C Yiu

CFP®, CIM®
2404 Centre Street N.E., Unit 10, Calgary, AB T2E 2T9opens in a new window
CallSend Me a Message

Focus Areas

  • Business retirement plans
  • Estate and legacy strategies
  • Intergenerational planning
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies

About Alan

I started my career in Hong Kong with the city's second largest bank where I worked for the entirety of my working life in Hong Kong.

I moved to Canada in the '90s and soon after graduated from my MBA program in Calgary. While I was working in three of the big-six banks in Canada, both in retail and commercial banking, I received the Canadian Securities Course 'Award of Excellence' in 1998. This award is to honour the candidates with the top 1% highest scores in the exam each year.

Currently, I have gained more than 20 years of Canadian investment and...

Work History

  • Edward JonesJune 1999 to Current

Education

  • University of CalgaryMaster of Business Admin

Personal Interests

  • Traveling
  • Spending Time with Family
  • Reading
  • Hiking
  • News & Media

Team Members

  • Sherry Qin
    Registered Branch Associate
  • Windy Chan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:30PM
Tue 09:00AM - 06:30PM
Wed 09:00AM - 06:30PM
Thu 09:00AM - 06:30PM
Fri 09:00AM - 06:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(403) 230-3483

Fax

(866) 634-9929

Office Address

2404 Centre Street N.E.
Unit 10
Calgary, AB T2E 2T9opens in a new window

More to explore

My priorities

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Setting your path

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