Andy Yan, CFA

As Principal, Partner Solutions, Andy is responsible for the growth and development of Westcourt’s Partners.

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. With his deep knowledge of alternative investments and ESG strategies, 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) and is registered as a dealing representative.

Andy is fluent in Mandarin and has an interest in piano, classical music, swimming, golf, and fitness.