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Asset Management & Client Services

Andy Yan, BMath Associate

Andy Yan, BMath

Andy supports Westcourt Capital Corporation’s Asset Management & Client Services team and is registered with Westcourt as a Dealing Representative. Andy assists Westcourt’s Portfolio Managers in the preparation of presentation materials and client proposals and in completing any special client requests. Andy is also responsible for liaising with many of Westcourt’s clients.

During Andy’s first year at the University of Waterloo, he co-founded a technology firm to build web-based applications and services for students. He then went on to become the President of the Financial Analysis Risk Management Student Association where he led a team in providing supplementary programs, such as VBA and Bloomberg tutorials, and valuation workshops, to over 300 students.

While completing Waterloo’s Co-op Program in Mathematics, Andy completed multiple work terms with CGI Group Inc. As a Business Analyst, Andy recorded and analyzed daily financial data and created an application that reduced a reconciliation process from two weeks to five hours. In his second term, he worked closely with clients to map their information management requirements to CGI’s fund management system.

Andy spent his last three work terms with Westcourt, both as a Data Analyst, assisting with the development of Westcourt’s client database and gathering and recording client and fund data, and as an Associate, assisting the Client Services team with completing account opening documents and entering new client information into the database.

Andy graduated from the University of Waterloo in December 2016 with a Bachelor of Mathematics co-op degree. He has completed the Canadian Securities Course (CSC) and CFA Level I.