Generation Capital
Yanbo W. currently holds the position of Vice President of Portfolio at Generation Capital since January 2020, previously serving as Senior Manager of Financial Reporting. Prior experience includes roles at EY from November 2014 to January 2020, where Yanbo W. worked as Assurance Manager in Private Client Services and as Senior Staff Accountant. Additionally, Yanbo W. was a Teaching Assistant at Ivey Business School from October 2015 to November 2016 and worked as a Staff Accountant at NPT LLP from September 2013 to October 2014. Yanbo W. is a Chartered Professional Accountant and Chartered Accountant, having completed the CPA designation from CPA Canada between 2013 and 2016, and holds a Bachelor of Arts in Honors Business Administration from Ivey Business School at Western University, earned from 2009 to 2013.
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Generation Capital
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Generation Capital (www.generationcapital.com) is a private wealth and investment management firm based in Toronto. We seek investment opportunities that provide risk-adjusted returns consistent with our overall investment principles and financial goals. We focus on activities that will provide long-term value for our clients, including investment management, tax planning, estate planning, administration, and advising on personal business ventures. We also partner with our clients to make an impact on the world through the management of philanthropic and social impact investing activities.