Allan Yip

Dealing representative (Mutual fund dealer)

I have been in the financial services industry for over 15 years, starting at RBC and finding my way to Whitehaven Securities as a dealing representative for a mutual fund dealer.

I believe in giving good financial advice to my clients. I enjoy learning about what matters most to them and their family and I enjoy helping you get there.

I will take into account your personal and financial needs to create a plan to achieve your life goals. I will help you implement your plan, and we’ll review and update the plan as your needs and those of your family change.