What our clients say
 


I first met Vincent in 1997 and at that time he managed my RRSP portfolio. Over the years, Vincent provided sound investment strategy and advice with respectable returns. My work schedule is demanding and with a family, my time is very limited and I have full confidence in Vincent. I have now entrusted him in not only managing my RRSPs but to include investments outside of the RRSP, our personal investments and my children's RESP and investments through TFSA. Vincent provides us with up to date information on the financial market and techinical market anlysis through e-mail and regular meetings. I would be pleased to recommend Vincent as an Investment Advisor. 

 

 - Bill C., CGA MBA, Retired VP and CFO, Encorp Pacific (Canada)

 

 


Vincent has been our Investment Advisor since 1997. He has been guiding us towards our financial goals with his investment knowledge, strategies and experience. We are very pleased with his professionalism and his no-pressure mannerism. Most importantly, he respects our views. He is always prompt in answering our market concerns and provides us valuable feedback on how to avoid the pitfalls of investing. Vincent is our trusted advisor and we would recommend his service to anyone who is seeking sound financial advice.

 - James & Sheila K., Business Owner

 

 


Vincent's presentation to active and retired RCMP members and spouses at HQ in 1999 convinced me he would be more than capable of managing our financial interests before and after my retirement.  Since then I've recommended his professional services to anyone who sounds like they need sound financial advice.  I personally sleep better at night knowing this capable and knowledgeable advisor is managing our finances.  He strives to inform, his research is thorough, his suggestions have helped reduce tax payments and increased our portfolio, yet we never feel pressured to make any commitments or changes.  The time he spends on our account makes us feel like we're just as important to him as any major investor would expect to be treated.

 - Russ L., Retired Proceeds of Crime Investigator, RCMP

 

 


“Vincent has been our investment advisor since 1998.  Extremely perceptive and personable, he provides timely recommendations, proven results, and unparalleled client service.  From the beginning, Vincent understood our financial goals, and remains unequivocally committed to protecting our best interests in RRSP, investment, and insurance matters.  His work ethic has garnered our trust and respect, and we continue to build a strong, lifelong relationship with this sterling individual.  If we have only one word to describe Vincent’s market knowledge, personal character, or professional ability, it is the word “impeccable”.

- John P. & Alice F., Pharmacist & CGA

 

 


Vincent has been our family’s financial advisor since 2003. He is knowledgeable, current, competent and highly professional. Always conscientious and prompt to respond to our queries and suggestions, Vincent nevertheless has never pushed us into making quick decisions if we are not ready to act. He is diligent in keeping us abreast of the trends and important changes in the market, and encourages us to keep up the good habit of finding time to do the quarterly reviews of our portfolio with him. We are very pleased to have him as a financial advisor and will recommend him without reservation.

      - Winnie C., Executive Director, Vancouver Asian Heritage Month Society

 

 


I first met Vincent at a workplace presentation, at a time when my wife and I wanted to find someone to provide practical, professional and personalized financial services. Vincent has done that and more! We have been impressed by his understanding of our situation and his plans for our financial goals. Vincent stays on top of the markets and provides personalized advice and reviews regularly as well as an informative newsletter.

      - Jeff C., Retired RCMP HQ and Relocation Project

 

 


Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Vincent Yu has managed our investment portfolio for almost 20 years, consistently demonstrating these attributes and more. Vincent’s dedication to clients, business excellence and education sets him apartand I would highly recommend Vincent to anyone wanting to achieve better financial outcomes.

      - Bill S., S/Sgt. RCMP (Retired)


 

Referrals of family and friends from our valued clients are the greatest compliment granted to our team.