Our Team
BACKGROUND AND EXPERIENCE


Together, our team has over 35 years of combined industry experience.

 

Vincent Yu, B.Com, CIM®, FCSI®
VICE PRESIDENT & PORTFOLIO MANAGER

Vincent earned his BCom degree in Finance from the University of British Columbia and also holds the Chartered Investment Manager (CIM) designation and the Fellow of the Canadian Securities Institute (FCSI) designation (www.fcsi.ca).  He also holds his Level 2 life insurance license and options license.  He brings more than 22 years of industry experience as an Investment Advisor.  In his personal time, Vincent enjoys travelling and many recreational activities with his wife and two children.  He also stays involved in the community through organizations such as Sauder Business School, Hong Kong Canada Business Association, Canucks Autism Network and Junior Diabetes Research Foundation.  One of Vincent's interests outside of work is to be a Mentor for business students and recent Sauder graduates in the Sauder Business School Mentorship Program.  He truly enjoys helping others.

 

 

 

Daniel Quon, B.A (Hons) QGJM, QDJM
ASSOCIATE

Daniel's focus is on delivering high-end, personalized service. If you’re having difficulty understanding your statements, require support accessing your financial information online, or have questions about any of our forms, Daniel is your number one contact.

After having attended university in Hong Kong and in Taiwan, Daniel completed his honours degree in Political Science and Economics at Simon Fraser University. He began his investment career in 1998 with Merrill Lynch. Daniel joined Vincent in 2014 and has quickly become an integral member of the team. In 2002, Daniel was awarded the distinguished Queen’s Golden Jubilee Medal and in 2012, the Queen’s Diamond Jubilee Medal for his long-standing volunteer commitment and dedication to the community.