Don Yuen, Senior Wealth Advisor

Since 1998, I have helped many families achieve their goals and live their desired lifestyles by developing financial plans, designing and implementing personalized investment portfolios. Working as an independent advisor has allowed me to provide unbiased advice and ensure clients receive service and results that justify the costs they pay. I graduated from Electrical Engineering in 1979 at the age of 20 from the University of Calgary. It was also the beginning of my interest in investments and investing. In 1998, with the encouragement of a friend, I changed careers to pursue my interests in investments and helping people, applying my analytical and problem-solving skills. My family, including grandchildren are all very active, we regularly mountain bike, ski and snowboard. I have been involved with volunteering and non-profit organizations since high school – this includes instructing mountain biking and skiing.