Your Personal CFO. Your Financial Coach.
With over 30 years of experience navigating bull and bear markets, we serve multi-generational families, entrepreneurs, business executives, and foundations who expect more than off-the-shelf wealth solutions. Think of us as your personal CFO and financial coach—here to help you make confident decisions, stay on track with your goals, and turn market volatility into opportunity.
From Vision to Reality
"Since inception at RBC, Pam and her team have achieved stellar results for my personal investments as well as my company's investments. Pam is always responsive and takes exceptional care to invest my funds according to the guidelines I set down."
Experienced Advisors Dedicated to Your Goals
Our team combines extensive industry experience with a global investment mindset. We understand diverse client needs—from entrepreneurs to families to institutions—and deliver personalized strategies that turn complexity into confidence.
Who we advise
With over 30 years of experience navigating bull and bear markets, we serve multi-generational families, entrepreneurs, business executives, and foundations who expect more than off-the-shelf wealth solutions. Think of us as your personal CFO and financial coach—here to help you make confident decisions, stay on track with your goals, and turn market volatility into opportunity.
Who we advise
Learn more about our tailored wealth solutions for families, executives, and foundations—built around your goals, your life, and your legacy.
FILL THE GAP - The Official Podcast of the CMT Association
The August 2021 episode of Fill the Gap shines a light on the vitality of technical analysis not often on display in broader financial media. Learn how client advisors use technical analysis to improve portfolio risk management, strengthen the investment process and supplement client education in this engaging conversation with Pamela Yoon, CMT & Senior Portfolio Manager at RBC Dominion Securities in Vancouver, British Columbia, Canada.
An investment management veteran with over 30 years of experience, Pam has guided a wide range of investors through many bull and bear markets. We discuss her process in detail to better understand how she manages concentrated, high-conviction global portfolios, while always controlling risk. As a tactical portfolio manager, Pam blends a unique mix of technical tools and analytical methods into her process. The conversation also touches on how cognitive neuroscience literature relates directly to the contrarian positioning often required by disciplined active managers who respond to the evidence of market price.* *