Karmen Yuan

Karmen Yuan has a wealth of work experience, beginning in 2015 with a role as an Accounting and Administrative Assistant for Shad Canada. In 2016, they were an Insurance Sales Support Representative for Donovan Insurance Brokers. In 2017, they held two positions: Analyst, Investment Counsel Services for Manulife Private Wealth, and Client Management Operations Intern for AIMA - The Alternative Investment Management Association. In 2018, they were an Analyst, Alternate Solutions Group for CIBC Capital Markets. In 2019, they were an Equity Research Intern for CIBC Private Wealth US. In 2020, they were a Private Client Associate for AllianceBernstein. In 2021, they were a Registered Client Service Associate for Morgan Stanley. Currently, they are a Senior Client Success Specialist for Vise.

Karmen Yuan has a comprehensive educational background. Karmen completed a Double Degree of Mathematics (UW) and Business Administration (WLU) from the University of Waterloo and the Lazaridis School of Business & Economics at Wilfrid Laurier University between 2014 and 2019. Her field of study was Mathematics and Statistics and Finance, respectively. Karmen also holds a High School diploma from St. Benedict Catholic Secondary School. In addition, Karmen has obtained several certifications, including the Series 66 - Uniform Combined State Law Examination from FINRA in 2022, the Series 63 - Uniform Securities Agent State Law Exam from FINRA in 2020, the Series 7 - General Securities Representative Exam from FINRA in 2020, the SIE - Securities Industry Essentials Examination from FINRA in 2020, and the CFA Level 1 from the CFA Institute in 2018.