Nicky Yuan

The key to successful investing is to develop a strategy now that can help you reach your future goals. I work extensively in meeting the needs of individual investors by helping them map out long−term investment strategies. I have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. Every strategy I offer and every solution I recommend is based on what's most important to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them. As a Financial Advisor, I wanted to help individual investors achieve their financial goals. I truly believe every individual and family can benefit from a robust financial plan. Together, we can achieve a brighter future. During my down time, I enjoy golfing in the summer and snowboarding in the winter, and I also enjoy a weekend getaway to the cottage with my friends and family. When I'm not away, I have a 9 year-old toy poodle to give me great company at home. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.