professional financial services career commenced at Sun Life in
1979, and before establishing Yutaka Financial Group Inc. in 1996,
his experience included both life and general insurance.
Having majored in Finance at UBC, Toshi continued his lifelong
commitment to the highest quality educational training. His credentials
include many of the industry's top designations, such as:
Canadian Accredited Insurance Broker (CAIB)
Certified Financial Planner (CFP)
Canadian Investment Manager (CIM)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI)
among many. Toshi has served his professional community as past-president
International (Sky's the Limit), member of the Financial Advisor's
Association of Canada (Advocis),
and membership in the International
Who's Who of Entrepreneurs, among other responsibilities.
Toshi specializes in international financial risk assessment, portfolio
design, and wealth management for his select clientele.