Vincent Yu

Vincent Yu is a dedicated professional with a strong educational background and extensive experience in the finance industry.

Vincent holds a CFA Charterholder and CIPM Designation from the CFA Institute, showcasing his expertise and commitment to continuous learning and development.

He pursued a Bachelor of Commerce (Honours) degree with a focus on Finance at UBC Sauder School of Business, and also studied Biology at The University of British Columbia, reflecting a diverse educational foundation.

Currently, Vincent serves as the Director of Institutional Client Management at Fidelity Canada, where he leverages his skills in investment analysis and portfolio management to cater to the needs of institutional clients.

His previous roles at Fidelity Canada as an Investment Analyst have equipped him with valuable insights into the financial markets and investment strategies.

Vincent's experience extends to his tenure at NEI Investments, where he held positions such as Senior Fund Analyst in Portfolio Management, Portfolio Management Analyst, and Client Relations Officer II, demonstrating his versatility and adaptability within the organization.

Prior to his time at NEI Investments, Vincent gained practical experience as a Client Relations Officer and Service Representative at G&F Financial Group, honing his customer service and interpersonal skills.

Vincent Yu's career trajectory showcases a progressive growth within the finance sector, with a combination of educational achievements and hands-on experience in different roles across various organizations.