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Donna Johnson, MBA, Investment Advisor
Katherine Perez, BA, Investment Advisor

Home» Our team» Dora Yan

Our team

Dora Yan

Investment Services Assistant

Before joining the predecessor firm to Macquarie Private Wealth in 2008, Dora worked with CIBC Wood Gundy as an Investment Advisor Assistant for almost two years. Prior to that, she worked with CIBC for almost eight years as a Personal Banker and in Imperial Services as a Financial Advisor Assistant.

Before coming to Canada in 1994, Dora was a Senior Money Market/FX trader at a German Bank in Hong Kong, servicing corporate and institutional clients for five years. She has completed The Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).

Dora demonstrates a high degree of professionalism and care in her administration and client service responsibilities. She enjoys spending time with her husband and their teenaged son.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.