Alan Yu

Alan Yu Email and Phone Number

VP, Wealth Solutions @ Open Concept Financial Group
Markham, ON, CA
Alan Yu's Location
Markham, Ontario, Canada, Canada
Alan Yu's Contact Details

Alan Yu work email

Alan Yu personal email

n/a

Alan Yu phone numbers

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

Alan Yu's Current Company Details
Open Concept Financial Group

Open Concept Financial Group

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VP, Wealth Solutions
Markham, ON, CA
Alan Yu Work Experience Details
  • Open Concept Financial Group
    Vp, Wealth Solutions
    Open Concept Financial Group
    Markham, On, Ca
    View
  • Open Concept Financial Group
    Wealth Strategist
    Open Concept Financial Group Oct 2016 - Present
    Markham, Ontario, Canada
    Uniquely blending professional expertise and personal warmth, Alan continues to transform lives and build lasting financial legacies.
  • Rbc
    Advisor, Life And Living Benefits
    Rbc Oct 2015 - Oct 2016
    Pickering, Ontario
    • 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
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  • La Capitale
    Insurance Advisor
    La Capitale May 2014 - Oct 2015
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  • Specialty Sports Supplies Canada
    Inventory Analyst - Accountant
    Specialty Sports Supplies Canada Jan 2013 - Oct 2015
    Toronto, Canada Area
    • 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
  • Mac'S Convenience Stores Inc.
    Gas Accountant
    Mac'S Convenience Stores Inc. 2007 - Jan 2013
    Toronto, Canada Area
    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•Consulted with vendors to resolve various issues including billing, rates and inconsistent data
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  • The Pickle Barrel Restaurants
    Manager
    The Pickle Barrel Restaurants Jun 2003 - Jun 2007
    Toronto, Canada Area
    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
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Alan Yu Skills

Customer Service Microsoft Excel Microsoft Office Leadership Financial Advisory Time Management Teamwork Inventory Management Forecasting Consulting Team Leadership Analytical Skills Microsoft Word Sales Team Building Management Pdi Lso Analysis Llqp

Alan Yu Education Details

Frequently Asked Questions about Alan Yu

What company does Alan Yu work for?

Alan Yu works for Open Concept Financial Group

What is Alan Yu's role at the current company?

Alan Yu's current role is VP, Wealth Solutions.

What is Alan Yu's email address?

Alan Yu's email address is al****@****rust.ca

What is Alan Yu's direct phone number?

Alan Yu's direct phone number is +164758*****

What schools did Alan Yu attend?

Alan Yu attended University Of Toronto.

What are some of Alan Yu's interests?

Alan Yu has interest in Social Services, Children, Education, Environment, Human Rights.

What skills is Alan Yu known for?

Alan Yu has skills like Customer Service, Microsoft Excel, Microsoft Office, Leadership, Financial Advisory, Time Management, Teamwork, Inventory Management, Forecasting, Consulting, Team Leadership, Analytical Skills.

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