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Home
Our Team
Working with us
Clients we are helping
- Our Clients
- Testimonials
Publications
Contact Us

Home
Our Team
Working with us
Clients we are helping
- Our Clients
- Testimonials
Publications
Contact Us

Our Process & Approach

Our Process & Approach

Our Process is a Two-Way Partnership

Our Approach Focuses on You and Your Family

Irene Yan
Portfolio Manager & Senior Wealth Advisor
irene.yan@nbpcd.com
Phone: 780-945-5249

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Irene Yan, CIM, FCSI

Portfolio Manager & Senior Wealth Advisor

Tel: 780-945-5249

Kevin Lai, MBA, CIM, CFP, FCSI

Wealth Associate & Senior Investment Associate

Tel: 780-945-5246

Owen Lee, CFA, CAIA, DMS

Associate Portfolio Manager & Senior Investment Associate

Tel: 780-945-5235

Yvonne Cheng, BA

Client Service Associate

Rowena Leung, BA

Administration Assistant

Branch Address

10175 - 101 Street NW

19th Floor

Edmonton, AB

T5J 0H3

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Irene Yan

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