Benzi Yeung, Ibba, Cfp Email & Phone Number

Markham, Ontario, Canada

7321 Woodbine Avenue, Markham, On L3R 3V7

As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule. Using a disciplined approach, I advise on the following valuable services:• Goals/financial assessment • Customized financial planning • Tailored investment solutions • Retirement and retirement income planning• Tax-deferral strategies I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.

2851 John Street Unit 300 Markham, On L3R 5R7

-Proactively outreached and created a consistent call report of a minimum 50 calls per week with an average 8 appointments booked on a weekly basis -Created customized and unique financial plans for over 120 households annually with 3-4 contacts on a yearly basis-Highly adept at using specialized financial planning tools such as Naviplan, Customer Connect and Optimizer platforms to create in-depth financial plans and consistent pipelines -Taken a leadership role within the branch team with investments and financial planning and took part in team initiatives to promote the one bank philosophy with over 50 referrals referred back to Financial Services Manager -Top first quartile in overall scorecard results as a first year Financial Planner with sales of $10M in Mutual Funds and $15M in Term -Closed and referred $14M in new assets in Fiscal 2017 to Harris Private Banking and Nesbitt Burns for clients seeking a more specialized and higher tier investment approach

3500 Steeles Avenue East, Markham On

-Engaged as a senior hire and consultant in a leading initiative held by TD Wealth Management in promoting Financial Planning and Investments through their online platform-Contributed to a team in gathering and managing under $5M in AUM as well as created a pipeline of 15 high value leads with $100,000-$250,000 portfolio per household-Utilized time management and contributed to team efficiency by completing tasks quickly and taking the initiative to solve problems independently-Learned about the many tools and product offerings within TD, up to and including: Naviplan, customized online presentation platform, customer information and engagement models and the wide varieties of special accounts and investment platforms

445 Apple Creek Boulevard, Suite 205 Markham On L3R 9X7

-Working closely with 120+ clients in ensuring their financial plans, goals and needs are met through a structured standard of procedures and processes-Facilitating business transactions through prospecting, creating a sustainable pipeline of leads as well as proactively building the brand of Edward Jones in the community-Manage an effective branch team creating new business as well as maintaining top tier client service to existing clients-Researching and creating customized tailored solutions and portfolios depending on client’s and prospect’s risk tolerance, goals and objectives-Managed and created a book of business with $10 Million Assets under Management in under 2 years

90 Burnhamthorpe Road West Suite #902

-Part of a Leading Financial Industry Training Program with work rotations in Client Consultation, Services and as a Transitional Advisor-Help prepare, compile and provide insights and solutions in wealth and estate planning for Affluent and Accredited Clients with over 1 Million Dollars in investments-Traveled around Canada managing offices in transition with minimum Assets Under Management of 10 Million-Completed: CSC, LLQP, CPH and WME

Toronto, Canada Area

-Assist with tracking, planning and day to day operations of the “Team Up and Win” account, a rewards and recognition program initiative by Petro-Canada-Support the reengineering of programs in Retail Operations that led to improvements that helped over 50 sites to achieve their monthly targets-Contributed in managing the 7-11 account for Team Up and Win during the 2012 promotional blitz campaign, an account valued at over $40,000 -Assist with the overall preparation, execution and analysis of site evaluations-Provide sale targets and analysis for over 1000 Petro-Canada retail sites

2700 Matheson Blvd. East

-Provide technical information and assistance to customers inquires-Responsible for analyzing sales and financial transactions-Received recognition for selling entire stock of over 300 Ferrero Rocher’s Bueno bars-Exemplify strong leadership and guidance by training new employees to develop the skills necessary to build consumer relationships-Took part in Coke’s “Simply Orange” Marketing Campaign and helped raise brand awareness to over 1500 people--Attained the Smart Serve Ability Certificate allowing me to serve alcohol in public venues such as LCBO retail locations under the Diageo Brand

York University

-Created a comprehensive 30 page constitution outlining the club’s purpose and initiative-Attained a membership base of over 400 members from different universities and colleges like Western, Waterloo, Seneca and University of Toronto-Hosted 4 networking sessions within the 2010 school year-Delegated tasks and created deadlines for a diverse executive team

Ibba, Marketing And Finance

Activities and Societies: Business United, Schulich Bulldogs Basketball team, York Marketing Association, DECAPresident of Business.

Ibba (International Exchange Abroad), Marketing And Management

-Intended Specializations: Marketing and Management -Part of a recognized group of 300 students chosen worldwide to participate in this.

Oss Diploma, Business Administration And Management, General

Activities and Societies: Student Council, Basketball team, DECA, Band-Instrumental, Choir, Athletics Committee