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Patrick started investing at age 12 with the savings from his 3 paper routes. He promptly invested in a local gold miner; a coveted company headquartered in his native Nova Scotia. Shortly thereafter the shares wiped out the bulk of his penny-a-paper proceeds. In studying what went wrong, Patrick discovered Warren Buffett and became an avid student of value investing, which he practices today with his team at CIBC Private Wealth.

Patrick studied finance at Saint Mary’s University in Halifax, Nova Scotia, earning his 4-year degree in 3 years. Patrick was a Fund Manager with the university’s student-run IMPACT Investment Fund. Upon graduation Patrick worked in mergers and acquisitions investment banking before building his practice in wealth management.

In addition to investing across global financial markets, Patrick particularly enjoys implementing tax-efficient investment strategies to help ease overall tax burdens. Patrick earned his Certified Financial Planner (CFP®) designation, and completed the Chartered Financial Analyst (CFA) Level I, Level II, and Level III examinations on his first attempt.

Yijie Tang is a Senior Wealth Advisor at CIBC Wood Gundy, specializing in providing tailored investment solutions and wealth management strategies to help clients achieve their financial goals. With a strong background in finance and a commitment to client service, Yijie works closely with individuals, families, and business owners to develop comprehensive plans that address their unique needs.

Yijie is dedicated to building long-term relationships founded on trust and transparency. She leverages her expertise in portfolio management, retirement planning, and risk assessment to deliver thoughtful recommendations and support clients in navigating complex financial decisions.

As part of the Tang Ross Wealth, Yijie collaborates with a group of experienced professionals to offer a holistic approach to wealth management. Her focus on continuous learning and staying current with market trends ensures that her clients benefit from the most effective and up-to-date strategies.

Yijie is fluent in both English and Mandarin, allowing her to serve a diverse client base. She is committed to helping clients build and preserve wealth for future generations.