Jason Yee, Cfa, P.Eng. Email and Phone Number
As an engineer and financial analyst, the Canada Pension Plan appeals to me for two reasons:1. Going in (your contributions) you don't get a choice, but coming out (your retirement pension) there are many options to decide among - this means there are plenty of opportunities to optimize for your own personal situation. I enjoy figuring that out.2. I enjoy simplifying complex things for better understanding - that's why I started making animated videos that show people how CPP rules work - without the complex math!The Canada Pension Plan is underutilized - I want to change that.My Canada Pension Plan animated videos simplify the complexity about the CPP by using analogies and creative visuals. I show how the CPP works - without the complex math!I am the principal investment analyst and financial planner for Finepoint Solutions Inc. Finepoint Solutions Inc. pioneered the Real-time Estimation Method for the Year's Maximum Pensionable Earnings calculation (YMPE). The YMPE is an important value for Canada Pension Plan calculations. We maintain ympe.caFinepoint Solutions Inc. provides:- Personal Canada Pension Plan (CPP) estimates and analysis- CPP Educational videos- Analytical methods for CPP calculations- Financial planning research and analysisChartered Financial Analyst (CFA) | Professional Engineer (P.Eng.)Analytical | Collaborative | Focused | Persistent | Thorough
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Principal Investment Analyst & Financial PlannerFinepoint Solutions Inc. Jan 2022 - PresentCanadaFinepoint Solutions Inc. provides:- Personal Canada Pension Plan (CPP) estimates and analysis- CPP educational videos- Analytical methods for CPP calculations- Financial planning research and analysis
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Associate AdvisorAssante Wealth Management Sep 2019 - Dec 2021Assante First AvenueI helped people with things like:• retirement planning• tax efficient use of investments• wealth transfer and estate planning• business succession and transition planning• risk management and complex solution structures• integration of business and personal investments to optimize long-term results• collaborating with the other professionals in their life so they have a coordinated advisory teamESG subject matter expert for our practice. -
Senior Engineer / Team LeaderStatoil Apr 2009 - Jul 2017Leismer In-Situ Production FacilitySenior Engineer: December 2011 - July 2017• Collaborated with Finance Department and consultants to implement internal controls for the Enhanced Production Audit Program• Implemented technical and regulatory programs• Managed infrastructure projectsTeam Leader: April 2009 - December 2011• Grew the on-site Engineering Department at a 20,000 bbl/day production facility during the transition from commissioning to regular operations• Established the project evaluation and approval processes for maintenance capital investments• Presented facility performance as part of an expert team during annual meetings with regulators - prepared and delivered sections for production measurement systems and environmental performanceLeismer purchased by Athabasca Oil Corporation February 2017. AOC from March - July 2017. -
Lead Commissioning & Start-Up EngineerSuncor Aug 2004 - Apr 2009Firebag In-Situ Production FacilityLead Commissioning & Start-Up Engineer: January 2008 - April 2009• Resolved conflicts with the Construction Management Team as we commissioned an expansion project that increased production capacity by 36%• Commissioned various environmental improvement projectsCommissioning & Start-Up Engineer: September 2006 - January 2008Facilities Engineer: November 2005 - September 2006Process Engineer: August 2004 - November 2005 -
Field RepresentativeIrd Mar 2002 - Apr 2003Various, UsaImproved fuel efficiency and safety performance of transportation systems.• Managed projects that installed intelligent transportation systems• Pre-cleared and sorted freight trucks using sensors, algorithms and communication protocols• Prevented roll-overs and steep hill accidents using sensors and safety alert signalling -
Manufacturing EngineerJds Uniphase May 2000 - Oct 2001Ottawa, Canada Area• Created a continuous improvement environment as I transitioned a department to practice lean manufacturing• Selected to lead a number of special projects after turning around a struggling manufacturing department - simultaneously improved productivity and quality
Jason Yee, Cfa, P.Eng. Skills
Jason Yee, Cfa, P.Eng. Education Details
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Mechanical Engineering
Frequently Asked Questions about Jason Yee, Cfa, P.Eng.
What company does Jason Yee, Cfa, P.Eng. work for?
Jason Yee, Cfa, P.Eng. works for Finepoint Solutions Inc.
What is Jason Yee, Cfa, P.Eng.'s role at the current company?
Jason Yee, Cfa, P.Eng.'s current role is The Canada Pension Plan is underutilized - I want to change that..
What schools did Jason Yee, Cfa, P.Eng. attend?
Jason Yee, Cfa, P.Eng. attended University Of Saskatchewan.
What skills is Jason Yee, Cfa, P.Eng. known for?
Jason Yee, Cfa, P.Eng. has skills like Estate Planning, Financial Advisory, Retirement Planning, Valuation, Financial Planning, Report Writing, Trend Analysis, Persistence, Portfolio Management, Data Analysis, Capital Markets, Investments.
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