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Richard Yeh
Financial Planner at Richyeh Ins. & Financial Services
Richard Yeh is a seasoned financial expert with 38 years of experience, holding leadership positions as President at Richyeh Insurance & Financial Services Ltd. and Financial Planner at Richyeh Ins. & Financial Services, with expertise in Wealth Management, Financial Planning, and Portfolio Management.
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Location
Vancouver, British Columbia, Canada, CA
Languages
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English -
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Filipino -
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A little of Chinese -
Skills
- Wealth Management
- Retirement Planning
- Estate Planning
- Insurance
- Financial Planning
- Show all
Bio
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Topline AI
Richard Yeh is a seasoned financial expert with 38 years of experience in wealth management, estate planning, and strategic financial planning. As a President at Richyeh Insurance & Financial Services Ltd. and Financial Planner at Richyeh Ins. & Financial Services, he has built a reputation for delivering tailored financial solutions to individuals and corporations.
With a Master of Business Administration (M.B.A.) from the University of the East and a Bachelor of Science in Electrical Engineering from Mapua Institute of Technology, Richard has honed his skills in financial advisory, investment advisory, and portfolio management. He is proficient in multiple languages, including English, Filipino, and a working knowledge of Chinese.
Throughout his career, Richard has worked with prominent companies such as Canada Life Assurance Co. and DCI Data Processing Co., leveraging his expertise in financial planning, insurance, and strategic financial planning to drive business growth and success.
Experience
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Financial Planner
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1997 - Present
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President
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1986 - Present
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Financial Advisor
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1986 - 2001
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DCI Data Processing Co
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Burnaby, BC Canada
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Manager; Controller
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Feb 1983 - Jul 1986
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Burnaby, BC Canada
Manage and supervise production of Data processing operation. Supervision of production workers and staff. Manage financial affairs of the company. Participate in sales and bidding of projects and contracts with major corporation:; ICBC, WCB, UIC, BC Gvernement, BCSC corp.
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Education
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1978 - 1981University of the East
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1971 - 1976
Mapua Institute of Technology
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1962 - 1971
Don Bosco Technical College,Philippines: Primary & Secondary
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