Client Services Team

Client Services Team

Shannon Doyle Contact Information 519.964.2828 This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Shannon Doyle CFA

Director, Client Portfolios

Shannon is responsible for all client portfolios and services at Yorkville. She oversees the relationships with all of Yorkville’s high net worth, institutional and foundation clients including oversight of their investment portfolios via management of the portfolio administration team. As a member of Yorkville's Investment Committee, Shannon works closely with clients and the portfolio management team, acting as the liaison between the two and ensuring portfolios are managed in line with clients’ investment policies and expectations. Shannon also acts as the Chair of the Marketing Committee and oversees/implements Yorkville’s marketing initiatives.

In addition to Shannon’s role as Director, Client Portfolios, she also plays a pivotal part in Yorkville’s corporate strategy development and management/development of Yorkville’s branches across Canada.  

Shannon graduated from the University of Ottawa in 2009, graduating Cum Laude with an Honours Bachelor of Commerce with an option in Finance. While pursuing her studies, Shannon received numerous scholarships one of which included the Dean’s Leadership Scholarship. She has successfully completed her Canadian Securities Course (CSC), the Ontario Life License Qualification Program (LLQP) and is a CFA Charterholder.  

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