Christen has more than 15 years of experience in the financial industry specializing in investment management and financial planning. She began her career as a financial advisor, where she quickly developed her passion helping her clients to achieve sustainable financial security through long-term financial and estate planning. She further pursued her career as a private wealth consultant at Manulife Private Wealth, helping HNW clients with their succession planning by offering discretionary investment management and solutions.

Prior to joining iA, Christen has had multiple years working as a regional sales manager in Wealth Management at Equitable Life and Canada Life. She holds a bachelor’s degree in Economics and a Certified Financial Planner designation. In her personal time, Christen loves to spend time with her family hiking and swimming.

Andy Yip is a lawyer and a member of the Ontario Bar, holding a Juris Doctor degree from Osgoode Hall Law School. With over four years of experience as a tax lawyer, he has gained experience in working with high-net-worth clients. He has also provided counsel to business owners, particularly in the areas of corporate reorganization and tax planning. He also has experience in tax litigation and dispute, as well as mergers and acquisitions transactions.

Andy joined iA in 2024 as a tax expert and legal advisor. He specifically supports high-net-worth clients and businesses requiring more complex insurance strategies. Additionally, he participates in drafting and developing technical documents related to taxation and legal concepts.