Yani Cui, MBA
About Yani Cui, MBA
Yani Cui is an Associate Consultant in Private Wealth at IG Wealth Management, with a background in finance and customer service spanning over a decade. She holds an MBA from Southern New Hampshire University and has completed several certifications from the Canadian Securities Institute.
Work at IG Wealth Management
Yani Cui has been employed at IG Wealth Management as an Associate Consultant Private Wealth since 2021. In this role, Cui provides financial consulting services, focusing on private wealth management. The position involves working closely with clients to develop tailored financial strategies that align with their individual goals and objectives.
Previous Experience in Financial Services
Prior to joining IG Wealth Management, Yani Cui accumulated extensive experience in the financial services sector. From 2019 to 2021, Cui worked at Scotiabank as a Financial Advisor, where responsibilities included advising clients on financial products and services. Before that, Cui served as an Investment Representative at TD from 2016 to 2019, and as a Customer Service Representative at Scotiabank from 2013 to 2016.
Education and Expertise
Yani Cui holds a Master of Business Administration (MBA) in Accounting from Southern New Hampshire University, completed in 2011. Additionally, Cui earned a Bachelor of Science (B.S.) in International Business from the same institution in 2010. Cui has also pursued professional development through the Canadian Securities Institute, achieving certifications in the Conduct and Practices Handbook, Derivatives Fundamentals and Options Licensing, and the Canadian Securities Course. Currently, Cui is a Level II Candidate at the CFA Institute.
Background in Administration and Bookkeeping
Before establishing a career in finance, Yani Cui worked in administrative roles. From 2012 to 2013, Cui was an Administration Executive at AstraQom Corporation. Earlier, in 2013, Cui served as an Assistant Bookkeeper at In-TAC (International Talent Acquisition Centre) for eight months in the Ottawa, Canada Area. These positions provided foundational skills in administration and finance.