Kavy Yan
Portfolio Strategist at IG Wealth Management | Canada
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Portfolio Strategist at IG Wealth Management in February 2025 to Present
Business Development Consultant/ Portfolio Strategist at BMO Nesbitt Burns in April 2020 to February 2025
Senior Analyst at BMO Private Banking in June 2017 to April 2020
Collateral Analyst at Scotiabank in June 2016 to June 2017
Internship at DBS Bank in July 2013 to August 2013
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University of Toronto, Bachelor of Business Administration (B.B.A.) with High Distinction, October 2026
Smith School of Business at Queen's University, Master's degree, October 2026
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Problem Solving
Interpersonal Skills
Presentations
Communication
Relationship Building
Investment Products
Product Knowledge
Negotiation
Investment Strategies
Project Management
Pricing Strategy
Portfolio Management
Business Development
Customer Relationship Management (CRM)
Microsoft Excel
Finance
PowerPoint
Accounting
Microsoft Word
Analysis
SQL
VBA
Vlookup
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Discover more about IG Wealth ManagementWhat is Kavy Yan email address?
Email Kavy Yan at [email protected], [email protected] and [email protected]. This email is the most updated Kavy Yan's email found in 2026.
How to contact Kavy Yan?
To contact Kavy Yan send an email to [email protected], [email protected] or [email protected]. (updated on September 28, 2024)
What company does Kavy Yan work for?
Kavy Yan works for IG Wealth Management
What is Kavy Yan's role at IG Wealth Management?
Kavy Yan is Portfolio Strategist
What is Kavy Yan's Phone Number?
Kavy Yan's phone (416) ***-*199
What industry does Kavy Yan work in?
Kavy Yan works in the Financial Services industry.
Kavy Yan Email Addresses
Kavy Yan Phone Numbers
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