Kevin Yao, Cfp, Rrc
About Kevin Yao, Cfp, Rrc
Kevin Yao is a Division Director at IG Wealth Management, where he manages a client practice and mentors consultants. He has been with the company since 2013 and actively supports community initiatives, including participation in the Walk for Alzheimer’s.
Work at IG Wealth Management
Kevin Yao serves as Division Director at IG Wealth Management, a position he has held since 2013. In this role, he manages a client practice while also mentoring consultants within the organization. His leadership contributes to one of the top training and coaching environments in the Canadian personal financial services industry. Kevin's office is located at Suite 200, Halifax Place, 7001 Mumford Rd, Halifax, NS.
Education and Expertise
Kevin Yao studied at Acadia University, where he focused on Finance and earned a Bachelor of Business Administration (BBA) from 2004 to 2006. His educational background provides a strong foundation for his work in financial services, enhancing his ability to guide clients and mentor others in the industry.
Community Involvement
Kevin Yao actively supports community involvement initiatives, which allow him to make meaningful contributions to the local community. He participates in various programs that promote social responsibility and engagement, reflecting his commitment to giving back.
Insurance and Benefit Programs
At IG Wealth Management, Kevin Yao is involved in benefit programs that encompass a range of insurance options. These include life insurance, disability insurance, health insurance, maternity and parental leave, home and auto insurance, and mortgage discounts. His role in these programs helps clients navigate their insurance needs effectively.
Participation in Alzheimer’s Walk
Kevin Yao participates in the IG Wealth Management Walk for Alzheimer’s, an event he engages in to honor his mother's ongoing journey with Alzheimer's. This involvement highlights his personal connection to the cause and his commitment to raising awareness and support for those affected by the disease.