Bio (Joanna Yu)

Bio Horizontal

Joanna Yu

Position

Associate Faculty

School

Business

Summary

As an investment advisor with RBC Dominion Securities, Joanna Yu provides access to a comprehensive range of services to help people build and protect their wealth. As a firm believer in ongoing education, she has acquired advanced industry designations in personal financial planning and Canadian securities. With her experience and credentials, Yu offers sound advice and peace of mind to people looking for solutions to their wealth-management planning needs.

Yu is also actively involved with local communities and provides strong support for charity fundraisers. She continues to coach and mentor university students on their career planning.

Experience

Yu has worked in the financial industry for more than 11 years. She has participated in the University Entrepreneurship Student Competition as an external coach for business students at both the University of Victoria and Royal Roads University. She has also been the RBC representative on the career advisor panel for student events hosted by the University of Victoria.

Credentials

Yu has a Bachelor of Commerce in Entrepreneurship from the University Of Victoria (2008). Her advanced industry designations include the Canadian Security Course, Personal Financial Service Advice, and Financial Planning Level 1. She is pursuing the Charter Financial Planner designation and a master’s degree in business administration.