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Irene Yan
Kevin Lai
Owen Lee
Yvonne Cheng

Tel: 780-945-5249
Toll Free: 800-661-7423

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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The Y&L Advisory Group



My team and I are committed to providing personalized investment solutions and building long lasting relationships with all our clients. Keeping clients informed is the top priority for me. This means providing access to a wealth of educational materials and promptly responding to clients' requests. This also involves monitoring investments and reviewing portfolios on an ongoing basis to take advantage of opportunities and changing market conditions to create extra value for our clients.
 

Our goal extends beyond seeking great investment returns in a tax-efficient and balanced-risk manner. We also work with a team of professionals to focus on covering all the key planning areas including wealth accumulation, financial planning, retirement, insurance, estate planning and trust services.

 

Each of our recommendations is tailored to meet specific needs of the individual client. Our vision is to help not only our clients, but also their family to protect and preserve wealth to reach their personal and financial goals.