Andy Yan, CFA

As Principal & Portfolio Manager, Partner Solutions, Andy is responsible for the growth and development of Westcourt’s partner firms. Andy is registered as a Portfolio Manager (Advising Representative) and Dealing Representative.

Andy previously worked at a large alternative equities manager focusing on long/short strategies where he facilitated the national roll-out of two new alternative mutual funds (both liquid alts) across Canada’s bank advisory and independent wealth management platforms. He was also responsible for covering institution clients and the due diligence/model portfolio teams within the bank advisory channels. With his deep knowledge of alternative investments, Andy advised his clients on the roles that these strategies play in a well-diversified client portfolio.

Andy earned a Bachelor of Mathematics degree from the University of Waterloo and is a Chartered Financial Analyst (CFA®) Charterholder. He also completed the Canadian Securities Course (CSC) from the Canadian Securities Institute.