Patrick Yan is a Senior Private Banker specializing in Family Office services for ultra-high-net-worth clients at TD Wealth Private Banking. They previously held various roles at TD Canada Trust, including Financial Advisor and Regional Manager for High Value Clients, where they led a team managing a book of assets totaling $4 billion. Prior to their current position, Patrick worked as a Business Development Consultant at Manulife, overseeing a substantial book of business worth over $500 million. Patrick earned an Honours Bachelor of Arts from the University of Toronto in 2012.
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