Yani Cui

Yani has a wealth of educational and industry experience that enables us to provide outstanding service and an unparalleled commitment to superior financial planning. Her knowledge and skillset, along with her emphasis on developing client relationship systems to better serve clients makes her a valuable asset to the team. Yani utilizes a holistic approach when working with clients, which involves a thoughtful, time-tested investment philosophy designed to help every client achieve their financial goals.

Yani graduated from the University of Southern New Hampshire obtaining both her B. Comm and MBA (Marketing & Accounting ). She is currently enrolled in the CFA program, level II candidate and has 8 years of retail banking experience in Ottawa, 5 of those years in investment banking. She has demonstrated superior client relationship management skills and has a true commitment to the financial planning ethic.