Emma Yu He is a Private Wealth & Portfolio Manager at Cardinal Point. She has worked in the financial services industry since 2015 and joined Cardinal Point in 2022. Having years of investment management and trading experiences give her a solid foundation for providing comprehensive investment advice. Prior to joining Cardinal Point, she spent 6 years at BMO Private Wealth in progressive roles developing, executing and monitoring disciplined and customized investment portfolios for high-net-worth individuals, families and foundations.
Emma obtained a Bachelor of Science Degree in Economics and Statistics from the University of Toronto. She also holds the CFA and CAIA designations. Based in Toronto, she enjoys golfing, traveling and spending time with her husband and daughter.