AeroLeads people directory · profile
Christopher Yee, Cfa Email & Phone Number
Instructor and Content Developer
at
FinanceTraining.ca
1 work email found
@cclgroup.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Instructor and Content Developer
Location
Vancouver, British Columbia, Canada
Company size
Who is Christopher Yee, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Christopher Yee, Cfa is listed as Instructor and Content Developer at FinanceTraining.ca, a with 7 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cclgroup.com and a matched LinkedIn profile for Christopher Yee, Cfa.
Christopher Yee, Cfa previously worked as Analyst - Portfolio Strategy at Ventum Financial and Wealth Planning Associate at Nicola Wealth. Christopher Yee, Cfa holds Bachelor Of Business Administration - Bba, Finance And Economics Joint Major from Beedie School Of Business At Simon Fraser University.
Company email context
Email format at FinanceTraining.ca
This section adds company-level context without repeating Christopher Yee, Cfa's masked contact details.
*@cclgroup.com
68% confidence
AeroLeads found 1 current-domain work email signal for Christopher Yee, Cfa. Compare company email patterns before reaching out.
Profile bio
About Christopher Yee, Cfa
If you are reading my profile, feel free to connect or message me!
Listed skills include Financial Analysis, Customer Service, Statistical Data Analysis, Microsoft Office, and 16 others.
Current workplace
Christopher Yee, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Financetraining.Ca
6 roles
Christopher Yee, Cfa work experience
A career timeline built from the work history available for this profile.
Analyst - Portfolio Strategy
-Assist in the construction and on-going management of eight in-house model portfolios including Canadian and US equity components in addition to equity and fixed income ETFs -Analyze securities by using quantitative, factor-based and fundamental methods-Contribute to creating a broad range of company, market and portfolio strategy reports distributed to internal portfolio managers, investment advisors, clients and prospects-Review discretionary managed accounts in detail to ensure that all client accounts are within IPS mandates-Build and maintain in house proprietary quantitative models
Instructor And Content Developer
Wealth Planning Associate
Nov 2020 - Sep 2022
Mar 2019 - Oct 2020
Investment Administrator
Nov 2017 - Mar 2019
2 education records
Christopher Yee, Cfa education
Bachelor Of Business Administration - Bba, Finance And Economics Joint Major
Computer Science And Statistics
FAQ
Frequently asked questions about Christopher Yee, Cfa
Quick answers generated from the profile data available on this page.
What company does Christopher Yee, Cfa work for?
Christopher Yee, Cfa works for FinanceTraining.ca.
What is Christopher Yee, Cfa's role at FinanceTraining.ca?
Christopher Yee, Cfa is listed as Instructor and Content Developer at FinanceTraining.ca.
What is Christopher Yee, Cfa's email address?
AeroLeads has found 1 work email signal at @cclgroup.com for Christopher Yee, Cfa at FinanceTraining.ca.
Where is Christopher Yee, Cfa based?
Christopher Yee, Cfa is based in Vancouver, British Columbia, Canada while working with FinanceTraining.ca.
What companies has Christopher Yee, Cfa worked for?
Christopher Yee, Cfa has worked for Financetraining.Ca, Ventum Financial, Nicola Wealth, Connor, Clark & Lunn Private Capital Ltd. (Cc&L), and Idc Worldsource Insurance Network Inc..
How can I contact Christopher Yee, Cfa?
You can use AeroLeads to view verified contact signals for Christopher Yee, Cfa at FinanceTraining.ca, including work email, phone, and LinkedIn data when available.
What schools did Christopher Yee, Cfa attend?
Christopher Yee, Cfa holds Bachelor Of Business Administration - Bba, Finance And Economics Joint Major from Beedie School Of Business At Simon Fraser University.
What skills is Christopher Yee, Cfa known for?
Christopher Yee, Cfa is listed with skills including Financial Analysis, Customer Service, Statistical Data Analysis, Microsoft Office, Presentation Skills, R, Microsoft Excel, and Microsoft Powerpoint.
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