Oliver Yoon, CFA, CFPChief Operating Officer
Oliver Yoon is the Chief Operating Officer at Harness Investment Management and is a founding member of Harness.Linkedin
Oliver Yoon is a founding member of the Harness team. With more than 10 years of experience in the financial services industry in Canada, Oliver brings insight, passion and proven experience to provide investment advice to clients.
Oliver works alongside our Portfolio Managers in developing model portfolios which are the building blocks for the investment portfolios for clients of Harness. Oliver is dedicated to working with high net worth individuals and families to manage their investment portfolios such that they are able to successfully achieve their goals.
Oliver has held various progressive roles in the areas of portfolio management, relationship management, operations, mutual fund sales, and corporate strategy and execution at a number of major Canadian financial institutions. Oliver is also currently Managing Director and head of business management and strategy at Purpose Advisor Solutions. Prior to that, Oliver was a Vice President at TD Asset Management (TDAM).
Oliver is a CFA charterholder, Certified Financial Planner® and holds a BBA from the Schulich School of Business, York University.