Eva Yang, CFP, CIM

Starting her career in the financial industry over 13 years ago, Eva Yang has been dedicated to guiding clients through life stage transitions and complex financial decisions. Over the years, she has developed deep expertise in serving high-net-worth individuals and families, helping them navigate complex wealth management needs with clarity and confidence.

 

Eva holds both the CFP (Certified Financial Planner) and CIM (Chartered Investment Manager) designations. Building on this strong foundation, she has earned her discretionary portfolio manager license, allowing her to manage client investments on a larger scale with full discretion. This enables her to deliver timely, disciplined investment solutions designed to meet each client’s unique goals.

 

Eva works closely with local professionals such as accountants, lawyers, and internal partners to ensure her clients receive coordinated advice across all aspects of their wealth. Known for being action-oriented, she is admired for her problem-solving skills, sound judgment, and timely execution. At the same time, her relationship-driven approach has earned her long-term trust—she listens with care, responds with honesty, and stands by her clients through both financial decisions and life transitions.

 

Outside her professional work, Eva is an award winning photographer who creates lasting memories for newborns and families. She is passionate about children’s causes and has hosted multiple fundraising events in support of BC Children’s Hospital Foundation. A devoted mother of two, she enjoys spending time with her family. Eva is fluent in English and Mandarin, and aspires to expand her language skills further.