Who We Are
Jason Yee
Principal Financial Analyst & Solutions Architect
Jason is recognized as an expert in the Canada Pension Plan (CPP).
Jason is a thorough collaborator who brings a diverse mix of multi-discipline knowledge when getting things done. He has a knack for making complex things easier to understand, and he is known for creating innovative visual explanations.
While working as a financial planner, the focus of Jason’s work became solving CPP calculation problems.
Prior to that, Jason earned the CFA designation during his 16 year career as a Professional Engineer. Jason had a number of technical and leadership roles managing the operations at a variety of industrial facilities.
Jason Yee holds the following professional designations.
Operating Values
CFA Charterholder (CFA)
The owner of this badge has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
The CFA Program is the most respected and recognized investment management designation in the world.
