Kellyanne Yep, Cim®, Riac Email & Phone Number

I advise and collaborate with families seeking to make an impact. I believe in intergenerational wealth management as a process to facilitate legacy — sparking conversations about philanthropy and familial longevity amongst wealth creators.I am delighted to be in partnership with Darcie Crowe (CIM, PFP, CDFA) of the Crowe Private Wealth group. Crowe Private Wealth holds an exclusive partnership with The LePoidevin Group, ranked #1 investment advisor in Canada by The Globe and Mail. With consistent national recognition for our approach in working with accomplished individuals and families, our accolades include: • Canada's Top Wealth Advisors & Women Wealth Advisors, The Globe and Mail (2021, 2022)• 5 Star Advisors, Western Canada, Wealth Professional (WP) (2021, 2022, 2023)• 5 Star Leading Women in Wealth, WP (2021, 2022, 2023)• Canada's Top 50 Advisors, WP (2020, 2021, 2023)• Advisor of the Year, Alternative Investments, WP (2020)• Female Trailblazer of the Year, WP (2020)As a holder of the Chartered Investment Manager (CIM) designation, I am skilled in structuring bespoke portfolio strategies with special focus on the selection of alternative assets. As a holder of the Responsible Investment Advisor Certification (RIAC) and a proponent of conscious capital, we are among a handful of Canadian teams pleased to incorporate impact-led investment strategies. Most importantly, I find fulfillment in guiding and supporting clients, their families and loved ones — providing confidence in their ability to achieve long-term goals.When relationships and community sit at the core of what you do, philanthropy comes naturally. The majority of my involvement is centered upon empowering unique voices within our communities, with a focus on youth and young women in business. Currently, I serve on the advisory committee and board of directors for Emerging Women in Finance UBC; the organizing and advisory committee of Sports Celebrities Festival Gala in support of Special Olympics BC; the advisory board of the Kappa Kappa Gamma chapter at the University of British Columbia; and as treasurer of the Kappa Kappa Gamma Vancouver Alumnae Association.

Listed skills include Public Relations, Leadership, Time Management, Teamwork, and 53 others.