Edward Yun

Edward Yun is a Senior Portfolio Manager and Investment Advisor at RBC Wealth Management Dominion Securities, based in Toronto, Ontario. He has over 25 years of experience in the financial services industry, specializing in areas such as investment management, income tax, risk management, estate planning, and retirement planning.13

Education and Qualifications

• Bachelor’s Degree: Economics from York University.
• Professional Designations:
  • Chartered Professional Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Chartered Investment Manager (CIM)

Edward began his career in 1988 after qualifying as a Chartered Accountant and subsequently completed the Canadian Institute of Chartered Accountants In-Depth Tax Program, which allows him to provide specialized advice to both personal and corporate clients.12

Professional Focus

Since 1994, Edward has concentrated on comprehensive personal wealth planning for various clientele, including professionals, executives, small business owners, and retired couples. His approach integrates financial strategies tailored to the unique needs of his clients.13

Community Involvement

Edward is also actively engaged in community service. He has served as a Board Member and Treasurer for The Premier Charity Golf Classic and has been involved with the Peel Halton Chapter of Advocis – The Financial Advisors Association of Canada. Additionally, he is a member of the Chartered Professional Accountants of Ontario and adheres to standards set by the Financial Planning Canada Standards Council.12