Advocis Financial Planning Summit
Committee
Committee
As a chapter, we are dedicated to supporting the success and professionalism of our local advisor members and non-members with meaningful opportunities for continuing education, fellowship and mentorship. We are a group of hard working volunteers who are always looking to grow our chapter and to be a positive example for others not only within our industry, but community as well.
Jeny Yeung, CFP, EPC
Associate Estate Planning Specialist
RBC Wealth Management Financial Services Inc.
Jeny is an Associate Estate Planning specialist at RBC Wealth Management Financial Services Inc. Prior to joining RBC Wealth Management, she held a role with a large insurer working with advisors to identify opportunities to grow and develop their business.
Jeny started her career in banking and transitioned into working for a large insurance company. Over the years she has gained experience with Financial and Estate Planning. She currently holds a Certified Financial Planner (CFP) and Elder Planning Counselor (EPC) designation.
She keeps busy as a non-voting member of the Insurance Council of BC along with being a committee member on the Financial Planning Summit Event. Her free time is spent running along the seawall or travelling looking for the next great food spot.
Wai-Ke Kim, CFP, CLU, CEA, CPCA, MBA
Head ofPractice Management
Odlum Brown
Wai-Ke Kim is a dynamic leader in the wealth management industry, committed to
helping financial advisors build stronger, more efficient practices. As Head of Practice
Management at Odlum Brown, she develops strategies, tools, and resources that drive
growth and enhance client relationships.
Previously, as VP of Practice Management at Worldsource Wealth Management, she
built the NextLevel™ Practice Management program and launched the Advisor Delta
podcast. A sought-after speaker and moderator, Wai-Ke has shared her expertise at
major industry events hosted by Wealth Professional, Immigrant Women Initiative,
Simon Fraser University’s Beedie School of Business, VersaFi, Ascend Canada, and
more.
With more than 20 years in financial services, Wai-Ke began her career as an
entrepreneur, growing a successful financial planning practice in Toronto. She is a
passionate advocate for Women in Wealth, mentoring young women in finance and
serving in leadership roles with Ascend Canada, Advocis, and VersaFi. She also
teaches at Capilano University’s School of Business and is a member of the Insurance
Council of BC.
Wai-Ke holds an Executive MBA from SFU Beedie and a Bachelor of Science from
Queen’s University. She is a Certified Financial Planner (CFP), Chartered Life
Underwriter (CLU), Certified Professional Consultant on Aging (CPCA), and Certified
Executor Advisor (CEA).
Rose Nguyen, CFP, CIM
Wealth Transition Specialist
Clear Estate
Rose Nguyen is a Wealth Transition Specialist with over 25 years of experience in the insurance and investment industry helping clients build wealth, structure retirement goals and implement legacy plans. In the last 20 years, Rose has partnered with advisors, specializing in guaranteed income planning and segregated funds case consultation.
Rose is passionate about making an impact and adding value in her partnership with financial advisors and aims to be a valuable resource. Rose has a BA in Economics from Simon Fraser University and is a Certified Financial Planner and CIM designation. She is also life licensed.
Outside of work, Rose is a mother of two opposite, fun-loving teens. Rose volunteers as an Associate Director for the Tri-City Lightning Speed Skating Club where her son trains as an Elite High Performance Speed Skater. Fun fact: She recently was in Calgary watched her son win GOLD in the Canadian Youth National Long Track Championship. She is a big foodie and her love for travel has her constantly searching for her next dream vacation.
Angelina Hung, BA, CFP, CLU, CHS, EPC
Financial Marketing Nerd
Financial Tech Tools
At Financial Tech Tools, Angelina works closely with advisors to grow their business through digital marketing. This includes providing advisors with compelling content, professional websites, engaging email campaigns, effective lead magnets, and social media services.
She was named one of Canada’s “50 Women of Influence” by The Insurance and Investment Journal and recognized by Wealth Professional Canada in 2024 as one of the “Top 50 Women Leading in Wealth.”
In addition to her professional achievements, Angelina is a dedicated advocate for the financial industry. She is a member of FPAC. She serves on the board of Advocis Greater Vancouver Chapter and the Advocis Technology and Innovation Committee, where her contributions earned her the 2024 Volunteer of the Year award.
Angelina’s dedication to empowering financial advisors with effective and compliant digital marketing solutions makes her a trusted leader in the financial marketing industry.