Ian Yeo Email & Phone Number
Investment Advisor @ CI Assante Wealth Management
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Ian Yeo Location
- Vancouver, BC, CA
Ian Yeo Work
- Investment Advisor @ (June 2009 - Present)
- Financial Advisor @ (June 2009 - Present)
- Vice President, Investment Advisor @ (January 2003 - May 2009)
- Vice President, Financial Consultant @ Private Client Group, Merrill Lynch Canada Inc. (January 1999 - January 2002)
- Vice President, Senior Investment Advisor @ TD Evergreen (January 1996 - January 1999)
Ian Yeo Education
- Canadian Institute of Certified Executor Advisors
Certified Executor Advisor
2014-2014 - NYU Stern School of Business
Certified Investment Strategist (Executive Education with IMCA)
2002-2002 - The Wharton School
Certified Investment Management Analyst (Executive Education)
1995-1995 - University of Toronto
B.Sc. (Psychology)
1986-1990 - Newtonbrook Secondary School
SSHGD
1977-1982 - Life Licence Qualification Program 1997
- Canadian Securities Institute
Partners (Directors, and Officers Qualifying Exam)
1996 - Canadian Securities Institute
Conduct and Practices Handbook
1995 - Canadian Securities Institute
Canadian Investment Management Program
1995 - Canadian Securities Institute
Canadian Securities Course
1990 - Cameron Public School
Ian Yeo Skills
- Absolute Return Investing
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Banking
- Bonds
- Decumulation
- Disability Insurance
- ETF Analysis
- ETFs
- Equities
- Fee-Based Separately Managed Accounts
- Finance
- Financial Advisory
- Financial Consulting
- Financial Planning
- Financial Services
- Fundamental Analysis
- Guaranteed Income Solutions
- High Net Worth Individuals
- Independent Financial Advice
- Insurance
- Investment Advisory
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Personal Pension Plans
- Point & Figure Analysis
- Potfolio Risk Management
- Retirement
- Retirement Planning
- Risk Management
- Sector Analysis
- Securities
- Sell Side Discipline
- Stock Picking
- Strategic Financial Planning
- Style Agnostic Investing
- Tactical Asset Allocation
- Technical Analysis
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Fee Based Separately Managed Accounts
- High Net Worth
- Absolute Return
- Guaranteed Income
- Tactical Asset
- Point And Figure Analysis
- Strategic Financial
- Services
- Fee Based Separately
Ian Yeo Summary
- Ian Yeo, based in Vancouver, BC, CA, is currently a Investment Advisor at CI Assante Wealth Management. Ian Yeo brings experience from previous roles at CI Assante Wealth Management, CIBC Wood Gundy, Private Client Group, Merrill Lynch Canada Inc. and TD Evergreen. Ian Yeo holds a 2014 - 2014 Certified Executor Advisor @ Canadian Institute of Certified Executor Advisors. With a robust skill set that includes Absolute Return Investing, Alternative Investments, Analysis, Asset Allocation, Asset Management and more. Ian Yeo has 1 emails and 1 mobile phone numbers on RocketReach.
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Top CI Assante Wealth Management Employees
Brennan Taylor
Vice President, Investment and Wealth Advisory Group
Vancouver, BC, CA
Vanito Pobran
Regional Vice-President, Wealth Planning
Calgary, AB, CA
Paul Vorstadt
Portfolio Manager
Toronto, ON, CA
Marcus Slade
Regional Vice President
Vancouver, BC, CA
Richard Wylie
VP, Investment Strategy
Toronto, ON, CA
Troy Simonson
Financial Advisor
Saskatoon, SK, CA
Bert Hettinga
Senior Financial Planner
Calgary, AB, CA
Troy Rumpel
Vice-President, Estate Planning
Brantford, ON, CA
Jonathan Warner
Financial Planner and Investment Advisor
Vancouver, BC, CA
Steve Willems
Senior Wealth Advisor
Abbotsford, BC, CA
Sean Carswell
SVP Client Experience
Toronto, ON, CA
Damon Sutherland
Wealth Advisor
Toronto, ON, CA
Erika Laincy
Director Business Transformation
Montreal, QC, CA
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