Portfolio Manager

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Eva Yang

Investment Advisor

Starting her career in the financial industry 13 years ago, Eva Yang has been working alongside her clients throughout their life stage transitions when facing important financial decisions. In the past 8 years, she has been mainly working with physicians in BC to look after their financial well beings.

As a hardworking individual, she earned CFP (Certified Financial Planner) and CIM (Chartered Investment Manager) designation after obtaining her master degree in Economics.

 

She brings her strong fundamental and technical knowledge to management of client portfolios, with the objective to deliver a diversified and smooth investment experience.

Most importantly, She is a true believer in relationships. Over the years, She earned trust from her clients by always listening to what is important to them, and always being honest and transparent in interactions with her clients. She considers herself as life partners with her clients, being responsive, being available whenever she is needed, and when they are going through life transitions.

 

Outside her work, she is a talented professional photographer focused on creating memories for newborn babies and families. She is passionate about working with children and helping children in need. In the past three years, she held four fundraising events through her photography work for BC Children’s Hospital Foundation. She has two young children who she loves spending time with. She is fluent in both English and Mandarin, she would also love to learn a new language such as French.

 


Leading Investment Strategy

In-house portfolio research teams provide coverage of global markets and construct efficient portfolios

 

 

Tax and Estate Planning

Qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate

 


Comprehensive Wealth Planning

Our Wealth Management Consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan

 


Banking and Lending

Dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs

 


Incorporation

Expert advice how to manage both your personal and business finances with a coordinated approach so that you get the most out of incorporating your professional practice. 

 


Insurance Planning

Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection