Ken Yee Email
Senior Investment Funds Advisor @ PH&N Investment Services
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Ken Yee Location
- Canada
Ken Yee Work
- 2025 -now Senior Investment Funds Advisor @
- 2022 -now Investment Funds Advisor @
- 2019 -2022 Investment Advisor @
- 2018 -2019 Licensed Life Insurance Advisor @
- 2018 -2019 Wealth Insurance Advisor (Pilot Project) @
- 2010 -2012 Institutional Equity Sales Trader and Investment Representative (Private Client Wealth Management) @
- 2007 -2009 Institutional Equity Trader @ Credit Suisse Securities (Canada), Inc
- 2005 -2007 Institutional Equity Trader and Program Trader @
- 2000 -2005 Junior Liability Trader (Analyst) and Retail Equity Trader and Agency Trader @ Merrill Lynch Canada Inc
Ken Yee Education
- Concordia University
Bachelor of Administration
- IFSE Institute
• Investment Fund in Canada Certification (IFIC)
- CSI / Canadian Securities Institute
• Financial Planning 1 (FP1)
- CSI / Canadian Securities Institute
• Personal Financial Services Advice (PFSA)
- IFSE Institute
• Life License Qualification Program (LLQP)
- CSI / Canadian Securities Institute
CIM® ( Chartered Investment Manager )
Ken Yee Skills
- Securities
- Capital Markets
- Electronic Trading
- Derivatives
- Trading Systems
- Investments
- Trading
- Bloomberg
- Asset Management
- Fixed Income
- Options
- Equities
- Hedge Funds
- Equity Trading
- Structured Products
Ken Yee Summary
- Ken Yee, based in Canada, is currently a Senior Investment Funds Advisor at PH&N Investment Services. Ken Yee brings experience from previous roles at PH&N Investment Services, RBC Royal Bank Of Canada and RBC Insurance. Ken Yee holds a Bachelor of Administration @ Concordia University. With a robust skill set that includes Securities, Capital Markets, Electronic Trading, Derivatives, Trading Systems and more. Ken Yee has 1 emails on RocketReach.
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