Kellyanne Yep, B.COM

Associate Investment Advisor in Vancouver, British Columbia, Canada

Kellyanne Yep, B.COM

Associate Investment Advisor in Vancouver, British Columbia, Canada

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Hi there! I am an achievement-driven wealth management professional, and University of British Columbia alumna.

I am a proactive leader and adaptive contributor. I strive towards self-improvement and believe that anything worth doing is worth doing well. I value authenticity, reliability and reciprocity.

I am delighted to be in partnership with Darcie Crowe (CIM, FCSI, PFP, CDFA) and Ludovic Siouffi (MBA, CIM, FCSI) within the Crowe Siouffi Wealth Advisory Group at Canaccord Genuity. Our team is entrusted with $300MM in assets under management, and is pleased to serve high net worth families, private investors, charitable organizations and corporate entities in Vancouver, Toronto, Montreal and Calgary.

My areas of competency include investment management, project management and marketing & communications. I am fully licensed (IIROC-RR.) Technical skills include asset allocation and portfolio analysis, trading, CRM management, social media and website management, email marketing, and various enterprise software.

Previous organizations include the BMW Store & Rolls-Royce Motor Cars Vancouver (OpenRoad Auto Group) and the Forum for Women Entrepreneurs. For a deeper glimpse into my professional and community involvement, head on over to LinkedIn.

Thanks for stopping by!

  • Work
    • Canaccord Genuity
  • Education
    • Sauder School of Business
    • University of British Columbia