Yvonne Sayson, M.Eng, CPA, CMA, CFA, FEA
Wealth, PhilanthropyWatch the Video
"In my work with families, the first step always involves exploring the family’s needs and goals, both financial and aspirational, to ensure that their financial affairs are appropriately structured to reflect their unique circumstances. I recognize the deep interconnections of family, business and ownership functions, and I believe a multidisciplinary team of independent advisors is best able to serve the interests of family enterprise clients."
Yvonne is Vice President and Investment Counsellor at RBC Phillips, Hager & North Investment Counsel. She provides discretionary investment management services to individuals and affluent families and to corporate, trust and foundation structures.
Yvonne has a master’s degree in mechanical engineering and has worked as an engineer in both the UK and Shanghai. She moved to Vancouver after marrying a Canadian, obtained her CMA and spent nine years with KPMG’s investment consulting and tax practice before joining Phillips, Hager & North in early 1999.
In addition to being a certified Family Enterprise Advisor, she is a member of the CFA Institute and the Institute of Family Enterprise Advisors.
Raised and educated in the UK, Yvonne enjoys combining periodic family visits with vacations in Europe, but always looks forward to returning home to her extended family and church community in Vancouver.