Monica Yiu joined the Family Wealth Counsel Advisory Group in 2021 to assist us in our administration, client events, marketing and portfolio service work.

As our practice continues to expand from client referrals and more advisors joining the team, it is important that we maintain the high level of client services that we have delivered in the past that you expect and deserve from us.

Monica holds a Bachelor's of Commerce degree in Hospitality and Tourism Management. She joined Raymond James in 2017 and is a registered investment representative (IR) under IIROC. She has taken a number of courses to further her career in the investment service industry and with her 10 years of customer service experience is eager to assist our clients.

Monica is a foodie and likes to try new restaurants and cuisines. Lately, she has been spending more time in the kitchen to hone her baking and cooking skills. If you love food as much as she does, make sure you recommend to her your favorite dish, restaurant or recipe. In addition to Monica’s eating adventure, she loves to travel and practice yoga to keep her lifestyle balanced.

Monica works closely with Bambeena and CJ in her assigned duties as a valuable member of the team. Please welcome her and feel free to call or email her with any client service requests or questions you may have about your account, and she will be happy to assist.

You can reach Monica by phone, at 416-777-7072, or by email, at monica.yiu@raymondjames.ca.