This role is for a qualified Chartered Professional Accountant (CPA) with experience in completing share reorganizations, estate freeze, structuring Holdcos’ and family trust. Experience with business related insurance such as Criss Cross, Key Man, Immediate Financing Arrangement and other solutions will be ideal. The ideal candidate will also assist with designing governance of philanthropic plans, including understanding of philanthropic structural options and the use of endowments, and res...

This role is for a CIM/LLQP/EMD licensed advisor with significant experience in business development strategies. You will be advising HNW clients on managing money, insurance and tax planning. The candidate will source HNW families to become Yorkville clients through networking and utilizing their own formal and informal channels to generate opportunities that are beneficial to HNW clients, him/herself and to Yorkville. You will help families in managing their investment portfolios and protec...