Mark S. Yip, CFP, RIS

Mark S. Yip, CFP, RIS I am a Senior Wealth Advisor, a designated Certified Financial Planner (CFP) and Responsible Investment Specialist (RIS).

My only goal is to help coach and guide my fellow Canadians towards a healthy, and worry-free, financial future.

06/24/2026

The U.S. and Iran may be close to finalizing a deal that would end almost four months of fighting and allow Persian Gulf crude to once again flow freely to global markets, but experts say high global oil prices are likely to stick around.

06/22/2026

Retirees’ top concern for 2026 is that inflation will erode the value of their savings.

06/19/2026

SpaceX’s expected IPO could create staggering wealth far beyond Elon Musk, with key executives also poised to become billionaires if the company reaches the sky-high valuation investors are anticipating.

06/17/2026

Investopedia's Aaron Rennie hopes to see at least six World Cup games this summer in the U.S. and Canada—ideally without emptying his bank account.

06/15/2026

Production is failing to keep up with demand as a protein craze and the high cost of beef drive consumers to poultry.

06/12/2026

Silicon Valley’s hottest startups are competing fiercely as big tech companies contend with fickle investors and hard choices.

06/10/2026

Most Canadians treat April 30 the way old-time hockey players treated training camp. They show up out of shape, dump an actual or virtual shoebox of receipts on an accountant’s desk and hope for the best.

06/08/2026

I call it vacation brain; that temporary mindset shift where normal spending rules feel suspended. You start saying things like, “It’s summer and we deserve it.” Or worse, “We’ll figure it out later.”

06/05/2026

The CRA disallowed a Vancouver condo seller the capital gain shelter and assessed her $457,000 as business income.

06/03/2026

With long-term Treasury yields at their highest level since before the financial crisis, the case for shifting more of a portfolio out of stocks is stronger.

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Edmonton, AB

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