Kelly W. in

Kelly W.

Investment Advisor at 优脉(Youmy)
📍 Canada

An investment management professional with over three years of experience in wealth management. Educated with a Masters from Université Grenoble Alpes, she is a licensed Investment Representative holding both CSC and CPH designations, showcasing a strong foundation in finance.

Her background is distinctly international, having completed her Bachelors in Shanghai and Masters in France. This global experience is complemented by her trilingual fluency, suggesting a deep appreciation for diverse cultures and effective cross-border communication.

Unique fact: She is trilingual, with professional fluency in Mandarin, English, and French.

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Experience
11 Years
Current Role
Investment Advisor
Location
Canada
Personality Overview
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Priorities

Topics Kelly cares about

Wealth Management
Her career spans over three years in wealth management, and she holds key industry licenses such as the CSC and CPH.
Global Investing
[Predicted] Her trilingual abilities and international education in China and France suggest a strong aptitude for navigating global financial markets and cross-border investment opportunities.
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Career

Work history

2-2023
Investment Advisor
优脉(Youmy)
1-2021 - 12-2022
Senior Investment Manager
Zhongliang Holdings Group
11-2019 - 8-2020
Associate
RBC Dominion Securities
6-2015 - 3-2019
Consultant
Shanghai Lixin University of Accounting and Finance
3-2012 - 8-2013
Investment Associate
Chiwayland International Limited
In the press

Media appearances

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Education
Bachelor
Shanghai International Studies University
Master
Université Grenoble Alpes
Social presence
in

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