Vincent Yuen

Vincent joined the team in September 2012 to focus on client relationship management, business development and developing and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining LSBB Family Office, Vincent worked with Invesco Trimark as a Regional Associate, focusing on business development and client servicing. Prior to that, he held positions in equity research and business development at alternative asset managers in Toronto specializing in equity market neutral and long/short investment strategies.

Vincent holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of CSI (FCSI®) designations. The FCSI® is the pinnacle achievement in the Canadian financial services industry. He has obtained his options and derivatives license, has over 11 years of experience in the investment industry, and he is also a Life Insurance Advisor with TD Wealth Insurance Services. He has also completed the Certificate in Retirement Strategy. He received a Bachelor of Arts degree (Political Science, Minor in Management Studies) from the University of Waterloo.