Sherlock Yam – BBA, PFPC
Partner, Business Development Manager
Sherlock has been in the finance/ banking industry since 2005. His time at TD Canada Trust and Coast Capital Savings taught him to deliver exceptional customer service at every interaction. His past roles include Customer Service Representative, Customer Relations Co-ordinator, Financial Advisor/Planner, and Mobile Mortgage Specialist recognizes that excellent customer service is the key to happy clients. With his Bachelor’s Degree in Business and Professional Financial Planning Course certification, he provides professional mortgage advice, above and beyond what you would expect from Mortgage Brokers.
Being born and raised in Vancouver, he enjoys weekend hikes with his wife at local mountains such as The Lions and Black Tusk, Snowboarding at Whistler or places like Big White, and jogging/biking along the seawall. He also loves travelling, having been to each major city across Canada to 15 countries and 30 different cities around the world.
Sherlock’s takes great pride and motivation to see his client’s smile when helping them buy their first home or their first investment property. He is dependable, trustworthy, and always wanting to help, as evident when talking his past clients. “I’m lucky to have such great clients that come back to me over and over again, I would do anything I can to help them like they’re my friends”