Huiying Piao
About Huiying Piao
Huiying Piao is an Associate Consultant at IG Wealth Management in Toronto, Ontario, specializing in financial planning and portfolio management. She has a Master's degree in Enterprise Risk Management from Columbia University and has experience in client services and marketing within the financial sector.
Work at IG Wealth Management
Huiying Piao has been employed at IG Wealth Management as an Associate Consultant since 2021. In this role, she utilizes financial planning tools, including LPP, to provide customized financial management suggestions to clients. Her responsibilities include rebalancing client portfolios and holdings in response to market movements. Additionally, she assists clients with the entire application process for life and critical illness insurance, ensuring a comprehensive approach to financial planning.
Education and Expertise
Huiying Piao holds a Master's degree in Enterprise Risk Management from Columbia University in the City of New York, which she completed in 2017. She also studied International Economics at UC Berkeley Extension as part of an exchange program in 2015. Furthermore, she attended the DeGroote School of Business at McMaster University for one year from 2019 to 2020. Her educational background equips her with a strong foundation in financial analysis and risk management.
Background
Before her current role at IG Wealth Management, Huiying Piao worked as a Client Service Assistant at China Merchants Bank from 2018 to 2019 in QingDao, China. She also served as a Marketing and Administrative Assistant at IG Wealth Management for three months in 2020. This diverse experience in client service and marketing has contributed to her skill set in financial consulting.
Specialization in Financial Management
Huiying Piao specializes in optimizing clients' after-tax returns through various investment accounts, including Tax-Free Savings Accounts (TFSA), Registered Retirement Savings Plans (RRSP), and Registered Education Savings Plans (RESP). Her expertise in these areas allows her to provide tailored investment strategies that align with clients' financial goals.