Kellyanne Yep, CIM®, RIAC, has been serving as an Associate Portfolio Manager and Associate Investment Advisor at Canaccord Genuity Wealth Management Canada since August 2016, after initially holding the role of Business Development Associate. Prior to this, Kellyanne gained experience at OpenRoad Auto Group Ltd. as an Assistant at The BMW Store & Rolls-Royce Motor Cars Vancouver, and contributed as the Assistant Chair for the Harvard World Model United Nations Vancouver 2012. Earlier career experiences include an internship at Bank of Montreal and running a self-owned music studio as a Piano Instructor and Event Accompanist. Academically, Kellyanne holds a Bachelor’s degree in Commerce with a focus on Accounting from The University of British Columbia and participated in the Shad Valley Program at McMaster University. Additionally, Kellyanne is a Royal Conservatory of Music pianist with thirteen years of classical studies and multiple competition accolades.
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Canaccord Genuity Group Inc
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Canaccord Genuity Group Inc. is a Canada-based independent financial services company. The Company has operations in two principal segments of the securities industry: wealth management and capital markets. The Company's segments include Canaccord Genuity, Canaccord Genuity Wealth Management, and Corporate and Other. The Canaccord Genuity segment provides investment banking, research, and sales and trading services to corporate, institutional and government clients, as well as conducting principal trading activities in Canada, the United States, the United Kingdom and Europe, and the Asia-Pacific region. The Canaccord Genuity Wealth Management segment provides wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries. The Corporate and Other segment includes Pinnacle Correspondent Services, interest, foreign exchange revenue and expenses not allocable to Canaccord Genuity or Canaccord Genuity Wealth Management.