Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Back to Team

Evelyn Yung

CIM


Position

Senior Manager, Advisory Services

Associates


Evelyn Yung

CIM

Evelyn Yung brings a driven, innovative, and caring approach to her work. As a leader in the firm’s Toronto office, Evelyn leads, develops, and coaches a team of professionals while working alongside wealth advisors and senior leadership to strategically grow the business.

Joining Nicola Wealth in 2017 as Advisor Support, Evelyn progressed from a Wealth Planning Associate to the Team Lead of Wealth Planning Associates, then to Manager of Wealth Planning Associates, and most recently, Senior Manager, Advisory Services – Associates. Prior to joining the firm, Evelyn was an investment associate at a full-service Canadian financial institution and a summer intern at both KPMG China and Ernst & Young. She currently holds her Chartered Investment Manager (CIM) designation.

Evelyn completed her Bachelor of Arts, Psychology at The University of British Columbia, where she worked as a research assistant in addition to her studies. She is a mental health advocate and contributes to the corporate culture of the firm as a member of the Nicola Wealth Wellness Committee.