A 10 year member of the team, Yan has 25 years of accounting experience. In addition to managing accounting, budgeting, and reporting with meticulous attention to detail, Yan also supports analytical decision-making and financial plan evaluation.

Yan Song
Financial Controller
WealthCo
Canada, Alberta, Calgary
About Me
Profile Information
Financial Controller
WealthCo
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Calgary
Alberta
Canada
Oct 25, 2025
More profiles to browse
Dave Makarchuk
Chief Investment Officer
Owen Komperdo
Financial Planner
Howard Wong
Wealth Advisor (Associate Advising Representative)
Claude Spencer
Manager Investment Advisory & Planning Services
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University