Ivy Yee

B.Econs (Hons), CFP, RFP

Ivy is a Financial Adviser licensed by both Securities Commission and Bank Negara Malaysia. She is an Economics graduate from the University of Malaya. She started her career in one of the largest Japanese Multinational Corporations as a management trainee, all the way to Head of Marketing. In 2002, she left her corporate path to pursue financial planning as her passion for time and money freedom inspired her to educate the public of the same.

In 2009, she founded I-MAX Financial Sdn Bhd, a licensed financial planning firm. The firm offers core services in Insurances and Investment Advisory, representing client’s interest in sourcing and allocating the most effective portfolio that meets the client’s financial goals. She is known for her passion and clarity in transforming a blank paper into an easy-to-understand action plan.

Over the years, Ivy has been invited to conduct training and various seminars on FP topics and Corporate Employees’ Benefits Solution to her corporate clients and organizations like Petronas, Hewlett Packard, Colgate Palmolive, Malaysia Private Dentists Association, etc.

She is passionate to impart her experience to groom the 2nd generation of financial planners to build a fulfilling and sustainable career in this industry. Ivy believes anyone who is willing can be trained to be a good Financial Planner given the right platform, mindset and commitment.