Yi F.
Certified Financial Planner @IG Wealth Management
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WORK HISTORY
Certified Financial Planner @IG Wealth Management
Richmond Hill, ON, CA
IG Wealth Management | Tax & Financial Planning Specialist | June 2015 – June 2022• Delivered comprehensive tax and financial planning solutions for high-net-worth clients.• Leveraged advanced financial planning software to create tailored strategies.• Automated workflows and processes, increasing team efficiency and client service quality.
EDUCATION
York University
Honours BA, Accounting and Business/Management
York University
Accounting and Finance
Ren Min University of China
Master of Business Administration (MBA), Accounting and Finance
Shanghai Second Polytechnic University
Bachelor's degree, Social Science, major in Business Management
ABOUT YI F.
I’m passionate about helping Canadian business owners and high-net-worth families make…
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