Eva Yang

Eva Yang

Client Service Associate @ MD Financial Management

About Eva Yang

Eva Yang is a Client Service Associate with a strong educational background in finance and real estate appraisal. She has experience in customer service and financial management, having worked for organizations such as the Canada Revenue Agency and BMO Financial Group.

Work at MD Financial Management

Eva Yang has been employed at MD Financial Management as a Client Service Associate since 2020. In this role, she has gained experience in client service and financial management. Her responsibilities include assisting clients with their financial needs and providing support to the financial advisory team. Her tenure at MD Financial Management has allowed her to further develop her skills in client interaction and financial services.

Education and Expertise

Eva Yang studied at the UBC Sauder School of Business, where she focused on Real Estate Appraisal and earned a Post Graduate Certificate in Valuation from 2019 to 2022. Prior to that, she completed her Bachelor of Commerce (BCom) in Finance at the University of Saskatchewan from 2015 to 2019. Additionally, she has been a CFA Level II candidate, demonstrating her commitment to advancing her expertise in the finance industry.

Background

Eva Yang has a diverse work history that includes roles in customer service and financial examination. She worked at BMO Financial Group as a Customer Service Representative from 2016 to 2020, where she enhanced her communication and client interaction skills. She also served as a GST/HST Examiner in the Refund Integrity Program at the Canada Revenue Agency for a total of 10 months in 2018 and 2019, gaining valuable experience in tax examination.

Professional Experience

Eva Yang's professional experience includes significant roles in both the financial and customer service sectors. At BMO Financial Group, she worked for four years, focusing on customer service. Her role at the Canada Revenue Agency involved examining GST/HST claims, which contributed to her understanding of tax regulations and refund processes. This combination of experiences has equipped her with a well-rounded skill set applicable to her current position.

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