Yuan is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Yuan Chu Zi Lao is a Cross Border Financial Planner at MCA Cross Border Advisors Inc. who holds the Quebec Financial Planner (F. Pl.) designation. At MCA, Yuan works with our clients to build comprehensive and customized cross border financial plans geared to address clients’ short & long-term goals and concerns with respect to their cross-border lifestyle.
Before joining the team at MCA Cross Border Advisors, Yuan worked for nearly a decade at one of Canada’s largest financial institutions, where she had a variety of roles within financial services. Her experience includes a deep understanding of financial planning tools which aid in retirement planning for clients, as well as providing tax and estate planning advice, while keeping clients’ goals front of mind.
Yuan joins the team at MCA Cross Border Advisors having obtained the F. Pl. designation and graduated from McGill University with a Bachelor of Arts & Science (B.A. & Sc.), with concentrations in Sociology and Biology.
- Bachelor of Arts and Science (B.A. & Sc.) in Sociology and Biology, McGill University, 2011
Certifications & Memberships
- Financial Planner (F. Pl.), Member of the Chambre de la sécurité financière