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.
• 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.

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.

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.

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.

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.

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.

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.

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