Linda Yao

Linda Yao

Markham
  • 4.3 / 5
  • 2k+ Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Financial Planning Educator of the Year 2021!
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myCPE - Top Tax Educator of the Year 2021!
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myCPE - Top Thought leaders of the Year 2021!
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Voting Closes On: August 31

Winner Announcements - September 22

About Speaker

Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.  

While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily. 

It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax. 

She is focused on helping them in building wealth for future generations to leave a sizable

legacy effortlessly by following a few simple steps.

Area of Expertise

  • Money Master – Save More, Invest Better, and Pay less tax
  • Retirement Planning
  • Estate Planning
  • Debt Management

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How to be a Money Master Millionaire (Part 3)
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How to be a Money Master Millionaire (Part 2)
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How to be a Money Master Millionaire (Part 1)
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Fraud Protection Real cases
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Estate Planning With and Without Life Insurance for Canadians
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Retirement Planning 101 for Canadians
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Personal Financial Strategy 101 for Canadians
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4.3

  • 4.3

(997) Ratings

Excellent

481

Very Good

351

Average

124

Poor

32

Terrible

9

IH

IRINA HALFON, CPA (US)

May 18th 2022

Very enjoyable, thought-provoking, and inspiring presentation, with real-life examples and tips, interesting and relevant TED talk videos, and additional resources and books I will be exploring on my own. My favorite takeaways from Linda’s presentation: - What is your WHY? Ask that for all aspects in your life! - You are what you think about. - Change your mind, change your life! - Get comfortable to be uncomfortable (e.g., public speaking). - Is the action I am taking now in alignment with my dreams or sabotaging my life with every move? - Be humble - Empty your cup (e.g., be open to learning)

ME

Mark Eckel, CPA (US)

Jul 19th 2022

Excellent presentation on Universal Life Insurance. Terrific insight into a field that most people overlook or is just for individuals who are recently deceased. I definitely learned something new.

JA

Janice Affleck, CPA (US)

Feb 24th 2022

I enjoyed the instructor's openness about her own fraud encounters and her humour . She was entertaining...I laughed out loud a few times. Note that there area few typos in her presentation.

MK

Michelle Kapshey, CPA (US)

Apr 6th 2022

Overall I felt the webinar was very interesting, supplementing theory with actual real examples. The use of polling was effective at keeping me engaged.

JN

Jacqueline Navas, CPA (US)

Jul 18th 2022

This was extremely informative and I would love to learn more on this topic in detail to calculate for financial planning a bit more exact.

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