AeroLeads people directory · profile
Alan Yu Email & Phone Number
VP, Wealth Solutions
at
Open Concept Financial Group
1 work email found
@meritrust.ca
2 phones found area 647
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
VP, Wealth Solutions
Location
Markham, Ontario, Canada
Who is Alan Yu? Overview
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Quick answer
Alan Yu is listed as VP, Wealth Solutions at Open Concept Financial Group, based in Markham, Ontario, Canada. AeroLeads shows a work email signal at meritrust.ca, phone signal with area code 647, and a matched LinkedIn profile for Alan Yu.
Alan Yu previously worked as Wealth Strategist at Open Concept Financial Group and Advisor, Life and Living Benefits at Rbc. Alan Yu holds Bachelor'S Degree, Environmental Studies from University Of Toronto.
Company email context
Email format at Open Concept Financial Group
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{first}.{last}@meritrust.ca
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AeroLeads found 1 current-domain work email signal for Alan Yu. Compare company email patterns before reaching out.
Profile bio
About Alan Yu
My name is Alan Yu, and as a licensed Financial Advisor, I have helped hundreds of clients plan their financial security throughout my career. There's a new reality in today's world that means the "old ways" of investing just aren't as effective as they used to be. If your strategy to invest is just save money into RRSP's in a world where housing prices skyrocket, while incomes are relatively stagnant, you are in for a rough ride.The concept is simple: use the foundation of strong, reliable, strategies, to help us achieve the goals you have set for yourself through tax-preferred investments.If the goals of your future is something you haven’t given too much thought about, we can collaborate to determine what they are and how to realistically achieve them. mobile: 647-588-8879e-mail: alan.yu@meritrust.ca
Listed skills include Customer Service, Microsoft Excel, Microsoft Office, Leadership, and 16 others.
Current workplace
Alan Yu's current company
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7 roles · 19 years
Alan Yu work experience
A career timeline built from the work history available for this profile.
Wealth Strategist
Current
Open Concept Financial Group
Uniquely blending professional expertise and personal warmth, Alan continues to transform lives and build lasting financial legacies.
Oct 2016 - Present
Advisor, Life And Living Benefits
- Manage information and client data on Salesforce cloud management
- Direct interaction with clients, applying advanced customer service and sales techniques
- Manage portfolio of existing clients, while servicing and maintaining relationships with them
- Determine best-fit packages of programs based on individual requirements and limitations
- Constant learning knowledge and application of complex product range
- Experience in presentations at trade shows, cold-calling, and group seminars
Oct 2015 - Oct 2016
Insurance Advisor
May 2014 - Oct 2015
Inventory Analyst - Accountant
Specialty Sports Supplies Canada
- Direct interaction with global clients, vendors and large distributors
- Creation and maintenance of database and spreadsheets to streamline business functions
- Customer-service-first attitude to develop repeat business clientele
- Book-keeping: data entry, and verification of accuracy of information
Jan 2013 - Oct 2015
Gas Accountant
- Achievements: Spearheaded development of new processes to improve efficiency in the department.
- Responsible for analyzing data for over 50 sites across Canada
- Analyzed reports, investigating shrink and reviewing margins
- Confirmed all tenders, fees, and shrink from gas sites on a daily basis, on a changing priority basis
- Acted as a liaison between the dealers and the company
- Assisted store operators with all problems, errors and issues, related to operation of gas bars
2007 - Jan 2013
Manager
- Achievements: Essential role in the introduction of new line of higher-end, high-margin products into the restaurant and held workshops and seminars to train staff how to properly promote the products.
- Required to act as a leader, while weighing exactly how decisions affect all parties
- Monitored logs to calculate sales, margins, and find new ways to bring more revenue
- Accurately tracked, assessed and analyzed customer demand trends based on past orders and experience
- Required quick decision-making in a fast-paced, and unforgiving environment
Jun 2003 - Jun 2007
1 education record
Alan Yu education
FAQ
Frequently asked questions about Alan Yu
Quick answers generated from the profile data available on this page.
What company does Alan Yu work for?
Alan Yu works for Open Concept Financial Group.
What is Alan Yu's role at Open Concept Financial Group?
Alan Yu is listed as VP, Wealth Solutions at Open Concept Financial Group.
What is Alan Yu's email address?
AeroLeads has found 1 work email signal at @meritrust.ca for Alan Yu at Open Concept Financial Group.
What is Alan Yu's phone number?
AeroLeads has found 2 phone signal(s) with area code 647 for Alan Yu at Open Concept Financial Group.
Where is Alan Yu based?
Alan Yu is based in Markham, Ontario, Canada while working with Open Concept Financial Group.
What companies has Alan Yu worked for?
Alan Yu has worked for Open Concept Financial Group, Rbc, La Capitale, Specialty Sports Supplies Canada, and Mac'S Convenience Stores Inc..
How can I contact Alan Yu?
You can use AeroLeads to view verified contact signals for Alan Yu at Open Concept Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Alan Yu attend?
Alan Yu holds Bachelor'S Degree, Environmental Studies from University Of Toronto.
What skills is Alan Yu known for?
Alan Yu is listed with skills including Customer Service, Microsoft Excel, Microsoft Office, Leadership, Financial Advisory, Time Management, Teamwork, and Inventory Management.
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