Benzi Yeung
Wealth Advisor @Scotia Wealth Management
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WORK HISTORY
Wealth Advisor @Scotia Wealth Management
Markham, ON, CA
EDUCATION
The Chinese University of Hong Kong
iBBA (International Exchange Abroad), Marketing and Management
Bayview Secondary School
OSS diploma, Business Administration and Management, General
Schulich School of Business - York University
iBBA, Marketing and Finance
ABOUT BENZI YEUNG
As a Wealth Advisor at Scotia Wealth Management, my mission is to empower clients with strategic financial planning, leveraging my Certified Financial Planner (CFP) credentials. The drive to offer trusted advice and create personalized financial solutions is at the heart of my professional journey, ensuring that every client is poised for success.With a strong background as an Investment Specialist at Scotiabank, I honed my skills in time management and marketing, crafting over 120 tailored financial plans annually. Our team\'s collaborative efforts resulted in a disciplined, client-focused approach, achieving their investment and retirement aspirations while fostering lasting relationships.
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