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Peter Yuan, Financial Advisor

FINANCIAL ADVISOR
Peter Yuan

CFA®, CIM®, TEP
920 Commissioners Road East, London, ON N5Z 3J1opens in a new window
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About Peter

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)


Work History

  • Edward JonesOctober 2002 to Current

Education

  • University of Western OntarioMBA (Masters of Bus Admin)

Personal Interests

  • Tennis
  • Soccer

Team Members

  • Yanfei Gu
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(519) 649-2244

Fax

(877) 479-2114

Office Address

920 Commissioners Road East
London, ON N5Z 3J1opens in a new window

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