Teresa Yeung, CFP®, CIM®, FCSI®, RRC®, RIS, CEA
Teresa Yeung has been assisting clients with their wealth management needs since 1998. Her personalized approach has been key to her success in supporting clients with financial planning, wealth management, estate planning and charitable giving.
Teresa's mission is to enable her clients sleep well at night by building financial security through integrated wealth management solutions, providing them with peace of mind and a better future.
Teresa is highly qualified in her field, having graduated from the University of Manitoba with a Bachelor of Commerce degree. She has since earned several certifications, including Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FCSI®), Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®). Her dedication to her profession is evident through her adherence to a strict code of ethics, commitment to continuing education, and completion of Responsible Investment Specialist (RIS) designation in 2021 and Certified Executor Advisor (CEA) designation in 2022.
Teresa's exceptional service and advice have earned her a loyal following of clients, who recommend her to their family, friends and business associates.
Teresa is passionate in giving back to the community. She has volunteered in soup kitchens, women's shelter, senior homes, cancer support group, and organizations such as Canadian Mental Health Association, MacDonald House and Bereaved Families. She promotes financial literacy by volunteering to teach money management in elementary schools.
Melissa started her financial career with one of the largest financial institutions more than 10 years ago. Melissa is committed to education, thus completed her Master of Business Administration (MBA) and Master of Laws (LL.M). She is passionate working with business owners and entrepreneurs. She is also devoted to her volunteer work.
Please refer to Melissa’s Assante website: https://advisor.assante.com/Melissa-Chung/
Jimmy Wong, CFP®, CH.F.C.®, CLU®, EPC
Jimmy started his career in the industry with Sunlife Financial more than 30 years ago. His client friendly attitude and integrity help him gain clients’ loyalty.
Besides earning Certified Financial Planner (CFP®) designation, Jimmy is also a Chartered Financial Consultant (CH.F.C®), Chartered Life Underwriter (CLU®) and Elder Planning Counselor (EPC).
Raymond Siu, BA, CFP®, FMA
Raymond has an accounting background and entered into the financial service industry more than 15 years ago working closely with Jimmy Wong. Raymond excelled in his career and earned Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations.
Louis is a veteran in the financial services industry with over twenty years of experience. He has held various management positions with a major insurance company in the past. Louis has built his reputation in the business for providing integrated estate and insurance solutions to clients.
Louisa started her career in the financial industry with one of the major banks. She joined Teresa's team in 2013 overseeing daily activities within the office. Louisa is very people oriented, and has extensive background in customer service, communication and organizational skills.
Vice-President, Investment Strategy
Richard is Vice-President, Investment Strategy at CI Assante Wealth Management and oversees our firm’s investment product shelf. He chairs Assante's Investment Committee and performs due diligence on new product offerings, acting as the liaison with product issuers, promoters and underwriters. Richard also co-ordinates the approval of specialty investment transactions with Assante's Compliance team and trading desk. He also represents CI Assante Wealth Management in the media with regular spots on CP24 and ROB TV. Prior to joining Assante in 2000, Richard was the trading floor economist and fixed income analyst at TD Securities. During his six years at TD Securities, he specialized in the areas of economic analysis of the U.S. and Canadian economies, corporate and government debt, and studies of both the U.S. Federal Reserve and the Bank of Canada. Prior to his tenure at TD Securities, Richard spent five years trading both Foreign Exchange and Money Market securities for Ontario Hydro. Richard has been a CFA charterholder since 1994. He received both his B.A. and M.A. in economics from the University of Waterloo.
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