I consider myself very fortunate to be working in a field that I am passionate about. I have met many wonderful people through my practice. Everyday I am hoping to learn something new.
We look forward to partnering with our clients to help them organize, manage, grow and enjoy their wealth.
* MBA Richard Ivey School of Business
University of Western Ontario
* CFA (Chartered Financial Analyst, 2003)
* CIM (Canadian Investment Manager 2012)
*TEP (Trust and Estate Practitioner 2017)
My Personal Interests
Phone NumberPeter Yuan at (519) 649-2244
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