Evelyn Yung

Senior Manager, Advisory Services – Associates | Client Relationship Manager at Nicola Wealth

Evelyn Yung, CIM® is an experienced professional in the wealth management industry. Evelyn is currently serving as a Senior Manager at Nicola Wealth, where Evelyn utilizes sophisticated wealth management strategies to assist high net worth individuals in achieving their financial goals. Prior to their current role, Evelyn held various positions at National Bank Financial, where Evelyn successfully managed portfolio functions and provided exceptional client service. With a background in psychology and ongoing education in executive coaching, Evelyn brings a well-rounded skill set to their advisory role.

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Previous companies

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Financière Banque Nationale logo

Timeline

  • Senior Manager, Advisory Services – Associates | Client Relationship Manager

    September, 2022 - present

  • Manager, Advisory Services – Associates | Client Relationship Manager

    March, 2021

  • Team Lead, Financial Planning Associates

    September, 2020

  • Financial Planning Associate

    May, 2018

  • Advisor Support

    March, 2017