Jessica Yip

Client Service Associate

Jessica Yip

Office Phone
(403) 234-2340

Years of Industry Experience: 8

Years with CWB McLean & Partners: Joined in July 2021

Jessica’s passion for client care is fueled by 8 years of industry experience. In her role as a Client Service Associate, Jessica believes that maintaining organized, efficient processes is key to being a proactive solutions-finder. But it’s her love of nurturing close client relationships that truly connects her with the people she supports.

Jessica’s high-level client service care includes account administration, executing client trades, and tax document preparation.

Having started in the industry by way of introduction through a friend, Jessica developed the fundamentals of strong client relationships through her experience at BMO. While there, she received several spotlight awards for exceptional client service. Prior to this, Jessica had worked in the medical industry as an Optometric Assistant/Assistant Manager for over 6 years and helped open several practices during that time.

Jessica graduated from the University of Alberta with a Bachelor of Arts in Economics. She has also completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) and holds the Investment Representative (IR) designation.

Hobbies and Interests:
Jessica travelled often as a child, mostly in Southeast Asia, and continues to enjoy travel today with an eye on Europe. In her spare time, she can be found spending time with friends, family, and her dog, Lewie, a rescued mutt.

Community Involvement:
Upon the recommendation of a client, Jessica began mentoring through Big Brothers/Big Sisters and has loved it ever since she started. Knowing that she can help make a difference in a young child’s life has made a huge difference in hers.