Gigi Yu
About Gigi Yu
Gigi Yu is a Client Service Associate at MD Management Limited, where she has worked for ten years. She holds a Bachelor's Degree in Economics and Business Administration from York University and possesses multiple financial licenses.
Work at MD Financial Management
Gigi Yu has been employed at MD Financial Management | Gestion financière MD as a Client Service Associate since 2014. Over the course of her tenure, she has developed expertise in client relations and financial services, contributing to the firm's commitment to providing quality financial management. Her role involves assisting clients with their financial inquiries and ensuring a high level of service delivery.
Education and Expertise
Gigi Yu holds two Bachelor's Degrees. She studied Business Administration and Management at York University from 2004 to 2007. Later, she pursued a degree in Economics at the same institution for one year from 2009 to 2010. Additionally, she has completed several industry-specific courses, including the Canadian Investment Funds Operations Course (CIFOC) and the Life Licence Qualification Program (LLQP), enhancing her qualifications in the financial sector.
Background
Before joining MD Financial Management, Gigi Yu gained experience in various financial roles. She worked as a Senior Financial Service Associate at Investment Planning Counsel from 2010 to 2013 in the Toronto area. Prior to that, she served as an Underwriting Technical Assistant at Chubb Insurance in Shanghai, China, from 2007 to 2009. She briefly worked at RBC Dominion Securities as an Associate in 2014.
Licenses and Certifications
Gigi Yu holds multiple licenses that reflect her proficiency in the financial industry. She is a licensed Life Insurance Agent and an Investment Representative (IR). Additionally, she is certified as a Payroll Compliance Practitioner (PCP). These credentials support her role in providing comprehensive financial services to clients.