Our Team

Graeme Egan, BA (Econ), CFP, CIM
President
Portfolio Manager & Certified Financial Planner

After graduating from McMaster University in 1988, Graeme Egan started his wealth management career as part of an advisory team with a national fee-only financial planning firm based in their Toronto head office, advising both executives and high net worth clients. In 1991 he moved to the Calgary office, progressing to a Senior Consultant with his own clients, and then finally, to Vancouver as a Regional Vice President and shareholder. During this time Graeme obtained his Certified Financial Planner and Chartered Investment Manager designations. In 2009 he joined a Vancouver-based fee-only wealth management firm and became a registered Portfolio Manager, providing comprehensive portfolio management and financial planning services to clients. Out of a desire to utilize his experience and knowledge in advising clients, as well as having a good understanding of the profession, Graeme formed CastleBay Wealth Management in 2015, a registered Portfolio Manager in BC, Alberta and Ontario. While he is passionate about helping clients, he also enjoys playing tennis, squash, downhill skiing, reading biographies and aspires to become an amateur mechanic. He is married and has two boys.

Sukjae Yim, BComm, CFA
Portfolio Manager

Sukjae (Suke) Yim is a CFA charterholder, and a member of the CFA Institute and CFA Vancouver Society. He became a CFA charterholder in November of 2013, and he obtained his Bachelor of Commerce from the University of Victoria. His professional background is in portfolio risk and performance measurement for institutional investors, as well as portfolio management for private client portfolios. Sukjae is responsible for assisting with the portfolio management process, including creating and overseeing CastleBay’s proprietary portfolio management tools to ensure that every portfolio managed by CastleBay is done efficiently and accurately according to each client's customized long-term investment strategy. Sukjae enjoys working with people from different backgrounds, and believes in the value of the comprehensive wealth management approach that CastleBay provides clients. When not at his desk he is likely out mountain biking and spending time with his wife, family and dog.