VIVIAN YUAN

CLIENT SERVICES MANAGER

Vivian’s driving purpose is clear: to use her education and experience in finance to ensure knowledge is easily accessible and people have access to the right information to make informed decisions.

Throughout the entire journey, Vivian handles the needs of clients by driving a seamless, high-quality experience with timely communication. Vivian’s approach and values are highlighted by frequent praise from clients and new referrals.

When not at work, you can find Vivian gardening and taking in the view of her flourishing rose garden, enjoying a weekend swim and restaurant hopping with friends to find the perfect dining experiences!