Edward Yun

Edward Yun is a seasoned professional with over 25 years of experience in the financial services industry, specializing in investment management, income tax, risk management, estate, pension, and retirement planning.

Having graduated with a Bachelor's degree in Economics from York University, Edward kick-started his career in 1988 and became a Chartered Accountant with a prominent national accounting firm. He further honed his expertise by completing the Canadian Institute of Chartered Accountants In-Depth Tax Program, enabling him to provide specialized advice to his diverse personal and corporate clientele.

Since 1994, Edward has been dedicated to offering comprehensive personal wealth planning services to professionals, executives, small business owners, and retired couples. He holds esteemed professional designations including Chartered Professional Accountant (CPA), Chartered Accountant (CA), Certified Financial Planner (CFP), and Chartered Investment Manager (CIM).

Beyond his professional accomplishments, Edward Yun actively contributes to the Oakville community and his profession. He has served as a Board Member and Treasurer of The Premier Charity Golf Classic for five years and the Peel Halton Chapter of Advocis – The Financial Advisors Association of Canada for three years. He remains an engaged member of the Chartered Professional Accountants of Ontario and is certified under the Financial Planning Canada Standards Council.

Edward's past roles include serving as a Senior Portfolio Manager & Investment Advisor as well as Vice President, Investment Advisor, and Financial Planner at RBC Wealth Management Dominion Securities. His wealth of experience and diverse skill set make him a trusted expert in financial planning and wealth management.