Open to opportunities

Youri Edzang

@youriedzang

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Wealth manager with expertise in financial planning and analysis.

Mexico

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What I'm looking for

I seek a role that fosters growth, challenges my analytical skills, and values client relationships.

As a dedicated Wealth Manager at Kempton Asset Management, I provide strategic advice across a variety of financial products and services, including debt management, cash management, and investments. My role involves assessing clients' overall financial pictures, understanding their needs, and developing solid financial plans tailored to their individual circumstances. I pride myself on guiding clients towards profitable and secure financial decisions, ensuring that their investment needs are met through a diversified set of brokerage and insurance solutions.

Previously, I served as a Credit Analyst at BMO Financial Group, where I evaluated clients' financial health and recommended credit deals based on sound principles. My analytical skills allowed me to identify trends that could predict deteriorating credit quality, and I provided accurate financial analysis to minimize risk exposure. My experience as a Business Analyst further honed my ability to break down complex problems and deliver actionable insights, ensuring compliance with regulatory standards while maintaining effective relationships with investment advisors.

Experience

Work history, roles, and key accomplishments

Current

Wealth Manager

Current

Kempton Asset Management

Jan 2023 - Present (2 years 11 months)

As a Wealth Manager, I provide strategic advice on financial products, assess clients' financial situations, and develop tailored financial plans. I guide clients towards profitable decisions and deliver customized investment solutions based on their individual needs.

Financial Planning Investment Management Client Relationship Management Risk Assessment Financial Analysis Debt Management Cash Management

Credit Analyst

BMO Financial Group

May 2022 - Jan 2023 (8 months)

In my role as a Credit Analyst, I recommended credit deals based on financial health assessments, evaluated clients' repayment abilities, and provided financial analysis to minimize risk exposure while adhering to lending policies.

Financial Statements Risk Assessment Financial Health Evaluation Trend Analysis

Business Analyst

BMO Financial Group

Jul 2021 - Apr 2022 (9 months)

As a Business Analyst, I provided guidance on implementing solutions, analyzed data for insights, and maintained relationships with investment advisors to ensure compliance with regulatory standards and service delivery expectations.

Data Analysis Regulatory Compliance Client Relationship Management Problem Solving Financial Services Implementation Communication Skills

Soccer Volunteer Coach

Association de soccer de l'Ile-Bizard

May 2017 - Aug 2018 (1 year 3 months)

As a Soccer Volunteer Coach, I organized training sessions, attended coaching meetings, and assisted in planning activities to ensure a safe and educational environment for young players.

Coaching Communication Youth Development Training Leadership

Education

Degrees, certifications, and relevant coursework

Concordia University

Master of Business Administration, Investment Management

2021 - 2024

Activities and societies: Goodman Institute of Investment Management Bursary

Pursuing an MBA in Investment Management at the John Molson School of Business, focusing on advanced financial strategies and investment analysis.

Concordia University

Bachelor of Commerce, Finance

2018 - 2021

Activities and societies: Member of the Institute for Co-operative Education, Concordia Memorial Golf Tournament Endowed Bursary, Intercontinental Bursary

Completed a Bachelor of Commerce in Finance with a co-op program, gaining practical experience in financial analysis and investment strategies.