Lily Yan

Licensed Assistant

TWM Group
iA Private Wealth

Lily’s experience in international sales taught her that a solid reputation is earned by always putting clients first. And this is the mindset she brings to her work on the team.

After moving to Montreal in 2012 and previously trained in international trade, Lily pursued a MA in Economics at Concordia University. Her mathematical skills and foundations in economic theory led her to the financial industry, where she later joined TWM Group in 2016.

With an acute sense of detail, Lily masters all of our internal systems and predominantly supports client requests. No task is too great or too small to receive her dedicated attention. She is most content when presented with the opportunity to learn and develop new skills that will ultimately deliver increased satisfaction to our clients.

Lily believes life is a journey of possibilities meant to be explored.

Lily is ready to assist.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

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Registration for November 4th
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Waiting list registration for October 21st

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Waiting list registration for October 21st

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Waiting list registration for September 30th
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Registration for September 30th
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Waiting list registration for September 30th
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Inscription à la liste d’attente pour le 8 septembre
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Inscription pour le 10 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

La séminaire est à capacité maximale. Veuillez vous inscrire à la liste d'attente.

Inscription à la liste d’attente pour le 10 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

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Registration for June 17th

Registration for June 16th