Vincent Yu, BCom, CIM, FCSI, Investment Advisor

Comprehensive wealth and financial management

As a seasoned Investment Advisor, I provide a strong combination of extensive industry experience across different market cycles, a very deep and thorough understanding of all aspects of the financial markets and a shared interest in building wealth and protecting capital over time.

With my extensive experience and financial background, I work with my clients to build a financial portfolio to suit any objective — whether it be for long term retirement planning, saving for a specific financial need, short term savings or anything in between. And, at Macquarie Private Wealth, I can provide advice on a wide universe of financial products and solutions.

Customizing investment portfolios for clients is of course only one part of the overall work that we do. The portfolio is monitored and adjusted regularly over time to ensure that it will meet changes to their financial objectives and also reflect changing market conditions. I will guide and educate clients through every step of the wealth management process.