Derrick Yee Email

Senior Wealth Advisor @ CI Assante Wealth Management

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Derrick Yee Location

Calgary, AB, CA

Derrick Yee Work

2018 - now Senior Wealth Advisor @ CI Assante Wealth Management
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2018 - now Senior Wealth Advisor @ CI Assante Wealth Management
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2011 - 2018 Investment Advisor @ CI Assante Wealth Management
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2003 - 2010 Mutual Fund Representative @ Partners In Planning
2000 - 2003 Mutual Fund Representative @ Various companies (Balanced Planning Inc./Cartier Partners Financial Inc.)
1999 - 2000 Customer Service Specialist @ ATB Wealth

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Derrick Yee Skills

Estate Planning
Wealth Management
Investment Advisory

Investment Strategies
Retirement Planning
Mutual Funds
Equities
Wealth Management Services
ETFs
Asset Management

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Derrick Yee Summary

Derrick Yee, based in Calgary, AB, CA, is currently a Senior Wealth Advisor at Alexandria Wealth Management Group - Assante Capital Management Ltd.. Derrick Yee brings experience from previous roles at Alexandria Wealth Management Group / Assante Wealth Management, 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.

Derrick Yee Emails

Found 1 emails

@assante.com

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