Yvonne Chan
Yvonne Chan is a registered investment advisor at RBC Private Counsel (USA) INC., based in Mississauga, Ontario, with 8 years of industry experience. Yvonne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,967 clients with $7.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Private Counsel (USA) offers three investment management programs, each with a maximum fee of 2.75% per year. The fees include trade execution and custodial services. The A+ and Access programs also include compensation to sub-advisors or investment managers. The Private Investment Management (PIM) program is managed directly by an Investment Counsellor. Fees are calculated based on the daily market value of assets and charged monthly or quarterly. An early termination fee may apply to the PIM program if the relationship ends within the first year.
Location
4 Robert Speck Pkwy - 11th Flr Suite 1100, Mississauga, Ontario, L4Z 1S1
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Regulatory History (1)
Customer Dispute
April 2012Employment History
Current Registrations
RBC Private Counsel (USA) INC.
State Registrations1 state
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