Derrick Yee Email
Senior Wealth Advisor @ Alexandria Wealth Management Group / CI Assante Wealth Management Ltd.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Derrick Yee Location
- Calgary, AB, CA
Derrick Yee Work
- Senior Wealth Advisor @ (June 2018 - Present)
- Senior Wealth Advisor @ (June 2018 - Present)
- Investment Advisor @ Alexandria Wealth Management Group - Canaccord Wealth Management (February 2011 - June 2018)
- Mutual Fund Representative @ Partners In Planning (December 2003 - December 2010)
- Mutual Fund Representative @ Various companies (Balanced Planning Inc./Cartier Partners Financial Inc.) (September 2000 - December 2003)
- Customer Service Specialist @ ATB Financial (May 1999 - September 2000)
Derrick Yee Skills
- Estate Planning
- Wealth Management
- Investment Advisory
- Investment Strategies
- Retirement Planning
- Mutual Funds
- Equities
- Wealth Management Services
- ETFs
- Asset Management
- Asset Allocation
- Investments
- Wealth
- Retirement
- Financial Advisory
- Superannuation
- Financial Markets
- Securities
- Strategic Financial Planning
- Portfolio Management
- High Net Worth Individuals
- Wealth Accumulation
- Trading
- Stockbroking
- Fixed Income
Derrick Yee Summary
- Derrick Yee, based in Calgary, AB, CA, is currently a Senior Wealth Advisor at Alexandria Wealth Management Group / CI Assante Wealth Management Ltd.. Derrick Yee brings experience from previous roles at Alexandria Wealth Management Group / CI Assante Wealth Management Ltd., Alexandria Wealth Management Group - Canaccord Wealth Management, Partners In Planning and Various companies (Balanced Planning Inc./Cartier Partners Financial Inc.). With a robust skill set that includes Estate Planning, Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning and more. Derrick Yee has 1 emails on RocketReach.
Looking for a different Derrick Yee?
Find contact details for 700 million professionals.
Others Named Derrick Yee
Derrick Yee
Senior Manager Quality Engineering
California, United States
Eric Yee
Senior Product Manager, Consumer Card Application - Vice President
Philadelphia, PA, US
Derrick Yee
Principal
Chicago, IL, US
Eric Yee
Senior Vice President and Team Leader Private Banking Division
Hawaii, United States
Top Alexandria Wealth Management Group / CI Assante Wealth Management Ltd. Employees
Derrick Yee
Senior Wealth Advisor
Calgary, AB, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co