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Financial Advisors

David Yan

David Yan

Mutual Funds Investment Specialist, Credential Asset Management Inc.
West Broadway Branch, Vancouver

"I believe the greatest relationship is built and deepened by trust. I take a compassionate approach in building a lifetime relationship with my clients and ensuring they have a comprehensive plan to achieve their personal goals.”

As a Financial Advisor, David takes the time to get to know each of his clients in order to fully understand their unique financial situations and goals. The combination of his expertise, experience and personal approach ensures that his clients are provided with a comprehensive plan to help them reach their goals.

David specializes in financial planning, particularly as it relates to tax planning, retirement and estate. What he finds particularly rewarding is helping clients with different backgrounds reach their financial goals and then share in celebrating those successes.

David is currently working towards his Certified Financial Planner designation, the gold standard of financial planning designations.

Learn more about the value of working with a financial advisor.

Mutual funds are offered through Credential Asset Management Inc.

†Insurance services provided by BlueShore Wealth.

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