Grace Cleary-Yu is Client Portfolio Manager for Guardian Capital Advisors LP. She joined GCA in 2017 in this role and is focused on bringing Guardian’s investment philosophy and process to private wealth and charity clients. In addition, she leads the bilingual and bicultural private wealth platform for the growing needs of Chinese investors.
Grace brings 10+ years of institutional investment experience. Her career in the financial services industry began in 2006, when she joined Halifax Regional Municipality Pension Plan, assisting CEO/CIO in various aspects of the Plan’s investments and governance as an Investment Analyst. Prior to joining Guardian, Grace was responsible for institutional consultant relations for PIMCO Canada, after spending several years in the areas of equity, fixed income and alternatives at Fidelity Canada in both product management and development capacities, meeting both institutional and individual investors’ needs.
Grace graduated from Tianjin University of Science and Technology with a Bachelor of Engineering degree. She is a CFA® Charterholder and earned a Masters in Finance from Saint Mary’s University, Halifax.
She currently serves as a Board of Director for the CFA Society Toronto and is Senior Advisor to its Institutional Asset Management Committee. Grace also serves on the Development Committee at the Heart & Stroke Foundation Ontario. Grace is fluent in Mandarin and English.