Teresa Yeung, CFP®, CIM®, FCSI®, RRC®, RIS, CEA

Financial Planner

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.

Yibin Chen, CIM®

Associate Financial Advisor

Yibin collectively has 8 years of experience in the financial industry and 7 years of business entrepreneurship experience of operating a bakery business in Erin Mills Mississauga.

 

Graduating from University of Alberta with a Bachelor of Commerce degree, he has earned the Chartered Investment Manager (CIM®) certification and passed Charter Financial Analyst (CFA) level 1 exam.

 

Giving back to society is one of Yibin’s passions. Via his bakery’s end-of-day giving program, many local charities and their constituents have benefited from daily donations from his bakery.

Melissa Chung

Financial Advisor
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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

Financial Advisor
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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

Financial Advisor
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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.

Louisa Leong

Administrative Assistant

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. 

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Richard Wylie

Vice-président, Stratégie de placement

Richard est vice-président de la stratégie de placement de Gestion de patrimoine Assante CI et supervise la gamme de produits de de placement de notre société. Il préside le comité d’investissement d’Assante et effectue des vérifications nécessaires sur les nouvelles offres de produits, assurant la liaison entre notre société et les émetteurs de produits, les promoteurs et les souscripteurs. Richard coordonne également l’approbation des transactions d’investissements spécialisés avec l’équipe de conformité et le bureau de négociation d’Assante. Il représente également Gestion de patrimoine Assante CI dans les médias avec des messages réguliers sur CP24 et ROB TV. Avant de rejoindre Assante en 2000, Richard était l’économiste de la salle des marchés et l’analyste des titres à revenu fixe de TD Securities. Pendant ses six années chez TD Securities, il s’est spécialisé dans les domaines de l’analyse économique des économies américaine et canadienne, de la dette corporative et gouvernementale, et des études de la Réserve fédérale américaine et de la Banque du Canada. Avant de rejoindre TD Securities, Richard a passé cinq ans à négocier des devises et des titres du marché monétaire pour Ontario Hydro. Richard est détenteur du titre CFA depuis 1994. Il a obtenu son baccalauréat et sa maîtrise en économie à l’Université de Waterloo. 

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