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.

08/31/2026

In Japan, anxiety about foreigners—from tourists to migrant workers—is moving from the political fringe toward the center of the national conversation.

08/28/2026

Retiring soon? Congratulations. It's a good time to take some risk out of your portfolio.

08/26/2026

In June, Canadian imports of tech equipment used to make data centres surged 88 per cent from the year before.

08/24/2026

Baby boomers are splurging on travel with a vengeance, looking to see as much of the world as they can. But they also want comfort, good food and fewer baggage hassles.

08/21/2026

Once a nation of homebodies, Americans are now zealous international travelers, led by wealthy boomers and restless Gen Zers.

08/19/2026

Not planning for inheritance can make it more likely heirs spend money they don’t have.

08/17/2026

Three experts agree family control, not money, is what risk analysis misses; they back an index scoring governance, learning, resources, and competitiveness.

08/14/2026

Long-term arrangements touted by companies like SK Hynix aren’t as solid as they seem.

08/12/2026

Japan is worried about inflation, while the U.S. doesn’t want Tokyo to sell Treasurys

08/10/2026

Perhaps having some bills tucked away for emergencies, offbeat expenses and draconian budgeting isn’t a bad idea.

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Edmonton, AB

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