DUCA Financial Services Credit Union Ltd.
Yan Xu, CPA, CA, CFA has a diverse and extensive work experience. Starting in 2000, Yan worked as a Manager in the Assurance and Advisory Group at PwC Canada. In 2005, they moved to TD Bank Group, where they held various roles including Manager, Finance - TD Securities; Manager, Finance, Chief Accountant's Department; Senior Manager, Finance, Chief Accountant's Department; Associate Vice President, Finance, Chief Accountant's Department; Associate Vice President and Special Assistant to CFO; and Associate Vice President, Consolidated Management Reporting, Wealth, Insurance and Credit Cards. In 2016, Yan joined Home Trust Company as the Senior Vice President, Finance and Chief Accounting Officer. Currently, Yan is the Chief Financial Officer at DUCA Financial Services Credit Union Ltd. Yan's experience encompasses a wide range of responsibilities, including accounting policy implementation, advisory support, financial management, and leadership roles.
Yan Xu, CPA, CA, CFA, has a Bachelor of Commerce degree in Accounting, Finance, and Economics from the University of Toronto. Additionally, Yan has obtained certifications in CPA, CA from the Institute of Chartered Accountants of Ontario, Certified Public Accountant (Illinois) from the American Institute of Certified Public Accountants, and Chartered Financial Analyst from the CFA Institute. The specific obtained months and years for these certifications have not been provided.
DUCA Financial Services Credit Union Ltd.
DUCA is a full-service financial institution. Mission As a Credit Union owned by its Members (anyone with an account), we provide a full suite of banking services and financial guidance to those looking for an innovative financial partner that keeps its Members (owners) at the forefront of all decisions. We are committed to helping our Members "do more, be more and achieve more with their money and their lives." Description DUCA delivers on its promise of helping Members "do more" by offering competitive banking products and services in our branches, online, from mobile devices, and from our Mobile Specialists. We’re driven by a cooperative philosophy that ensures we're active partners in the communities in which we live and work and which rewards Members for their business with a Profit Sharing program.