Yvonne is our team’s Relationship Manager and Practice Integrator. As one of your first points of contact at Cap Wealth Management, Yvonne is happy to help answer any questions regarding portfolios and liaise with clients and their team of professionals to ensure all requests are completed in a time-efficient manner. Yvonne oversees all operations, and along with the rest of the team, fosters forward thinking and open communication.
Yvonne is a dedicated Registered Investment Representative with over 27 years experience in the financial services industry. She has worked with Franco and Cap Wealth Management for over 13 years and prior to that worked at another major investment firm.
When not at the office Yvonne loves spending time with her kids, Alex and Kimiko, their dog Scout and their cats, Tora and Timber. Some of Yvonne’s favourite pastimes are watching her kid’s sports, fishing, hiking or snuggling up with a good book.
Get better acquainted with us and how we can help you