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Tuck L. Yiong
Portfolio Manager Toronto Office
Tuck Yiong is an Investment Advisor and Portfolio Manager at Caldwell Securities Ltd and works hard to create lasting relationships with each client, enabling them to feel a sense of comfort and ease with their finances. He is an avid educator and makes sure his clients understand their portfolios thoroughly, as well as the risks to their investments and the life choices that impact their long-term financial picture.
Tuck has expertise in investment management, retirement planning, cash flow, and insurance.
Clients know that Tuck is available, not just for big-picture planning, but also for practical help with all types of financial transactions, big and small.
Tuck holds the Chartered Investment Manager (CIM) designation with the Canadian Securities Institute.
Personally: Tuck and his wife enjoy traveling and spoiling their nieces. He also believes in giving back to the community by volunteering as a volleyball coach, helping young athletes reach their highest potential while competing both in provincial and national tournaments.
Favorite quote: “Know what you want to accomplish and focus on the process rather than the outcome” – Nick Saban