Ken Yee Location
Canada
Ken Yee Work
- 2025 - now Senior Investment Funds Advisor @ PH&N Institutional
- 2022 - now Investment Funds Advisor @ PH&N Institutional
- 2019 - 2022 Investment Advisor @ RBC
- 2018 - 2019 Licensed Life Insurance Advisor @ RBC Insurance
- 2018 - 2019 Wealth Insurance Advisor (Pilot Project) @ RBC Insurance
- 2010 - 2012 Institutional Equity Sales Trader and Investment Representative (Private Client Wealth Management) @ Hampton Securities Limited
- 2007 - 2009 Institutional Equity Trader @ Credit Suisse Securities (Canada), Inc
- 2005 - 2007 Institutional Equity Trader and Program Trader @ Corbeil Boudreau Groupe Financier
- 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
- CSI / Canadian Securities Institute
• Financial Planning 1 (FP1)
- CSI / Canadian Securities Institute
• Personal Financial Services Advice (PFSA)
- IFSE Institute
• Investment Fund in Canada Certification (IFIC)
- 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
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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