Ian W Yeo

Specialties

Personal Pension Plans Specialist. Especially RRIFs.

Definition of a Personal Pension Plan: GUARANTEED income stream you cannot outlive.

Eliminate sequence of returns risk and longevity risk. Only upside, no downside. GUARANTEED.

History

Established in 1990.

Vancouver based Financial Advisor Ian W. Yeo has been enhancing the lives of clientele across Canada since 1990.

Ian has worked at various firms, including

Vice President, Investment Advisor withTD Evergreen,

Vice President, Financial Consultant with Merrill Lynch Canada Inc., and Vice President, Investment Advisor with CIBC Wood Gundy.

Since July 2009, Ian is self-​employed and independent, associated with Assante Estate & Insurance Services Inc., and Assante Capital Management Ltd.

Ian specializes in Personal Pension Plans. GUARANTEED income streams you cannot outlive.

Also check out www​.linkedin​.com/​i​n​/​i​a​nwyeo

Meet the Business Owner

Ian Y.

Business Owner

Certified and Licensed Macro Strategic Planning Facilitator

2004

New York University — Leonard N. Stern School of Business

Certified Investment Strategist, Executive Education with IMCA

2002

University of Pennsylvania — The Wharton School

Certified Investment Management Analyst, Executive Education

1995

University of Toronto

B.Sc., Psychology

1986 — 1990