Jason Yee, CFA, P.Eng. profile photo 1 on Tal

Jason Yee, CFA, P.Eng.

The Canada Pension Plan is underutilized - I want to change that.

Saskatoon

21+ years of work experience

FINEPOINT SOLUTIONS INC.
Jan 20224 yrs 6 mosPresent

Canada

We provide CPP calculations to individuals, couples, and to professionals who advise people about CPP matters. Finepoint Solutions Inc. provides: - CPP calculation solutions - CPP education solutions - CPP technology solutions
Assante Wealth Management
Sep 20192 yrs 4 mosDec 2021

Assante First Avenue

I helped people with things like: • retirement planning • tax efficient use of investments • wealth transfer and estate planning • business succession and transition planning • risk management and complex solution structures • integration of business and personal investments to optimize long-term results • collaborating with the other professionals in their life so they have a coordinated advisory team ESG subject matter expert for our practice.
Statoil
Apr 20098 yrs 4 mosJul 2017

Leismer in-situ production facility

Senior Engineer: December 2011 - July 2017 • Collaborated with Finance Department and consultants to implement internal controls for the Enhanced Production Audit Program • Implemented technical and regulatory programs • Managed infrastructure projects Team Leader: April 2009 - December 2011 • Grew the on-site Engineering Department at a 20,000 bbl/day production facility during the transition from commissioning to regular operations • Established the project evaluation and approval processes for maintenance capital investments • Presented facility performance as part of an expert team during annual meetings with regulators - prepared and delivered sections for production measurement systems and environmental performance Leismer purchased by Athabasca Oil Corporation February 2017. AOC from March - July 2017.
Suncor
Aug 20044 yrs 9 mosApr 2009

Firebag in-situ production facility

Lead Commissioning & Start-Up Engineer: January 2008 - April 2009 • Resolved conflicts with the Construction Management Team as we commissioned an expansion project that increased production capacity by 36% • Commissioned various environmental improvement projects Commissioning & Start-Up Engineer: September 2006 - January 2008 Facilities Engineer: November 2005 - September 2006 Process Engineer: August 2004 - November 2005
IRD
Mar 20021 yr 2 mosApr 2003

Various, USA

Improved fuel efficiency and safety performance of transportation systems. • Managed projects that installed intelligent transportation systems • Pre-cleared and sorted freight trucks using sensors, algorithms and communication protocols • Prevented roll-overs and steep hill accidents using sensors and safety alert signalling

Education

University of Saskatchewan

Bachelor of Engineering - BE, Mechanical Engineering

University of Saskatchewan

19955 yrs2000

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Headline

The Canada Pension Plan is underutilized - I want to change that.

About

𝗜 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝗖𝗣𝗣 𝗰𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀, 𝗰𝗼𝘂𝗽𝗹𝗲𝘀, 𝗮𝗻𝗱 𝘁𝗼 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝘄𝗵𝗼 𝗮𝗱𝘃𝗶𝘀𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗯𝗼𝘂𝘁 𝗖𝗣𝗣 𝗺𝗮𝘁𝘁𝗲𝗿𝘀. As an engineer and financial analyst, the Canada Pension Plan appeals to me for two reasons: 1. Going in (your contributions) you don't get a choice, but coming out (your retirement pension) there are many options to decide among - this means there are plenty of opportunities to optimize for your own personal situation. I enjoy figuring that out. 2. I enjoy simplifying complex things for better understanding - that's why I started making animated videos that show people how CPP rules work - without the complex math! The Canada Pension Plan is underutilized - I want to change that. My Canada Pension Plan animated videos simplify the complexity about the CPP by using analogies and creative visuals. I show how the CPP works - without the complex math! I am the principal financial analyst and solutions architect for Finepoint Solutions Inc. 𝗙𝗶𝗻𝗲𝗽𝗼𝗶𝗻𝘁 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗜𝗻𝗰. 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝘀: - CPP calculation solutions - CPP education solutions - CPP technology solutions 𝗜 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝗖𝗣𝗣 𝗰𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀, 𝗰𝗼𝘂𝗽𝗹𝗲𝘀, 𝗮𝗻𝗱 𝘁𝗼 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝘄𝗵𝗼 𝗮𝗱𝘃𝗶𝘀𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗯𝗼𝘂𝘁 𝗖𝗣𝗣 𝗺𝗮𝘁𝘁𝗲𝗿𝘀. Finepoint Solutions Inc. pioneered the Real-time Estimation Method for the Year's Maximum Pensionable Earnings calculation (YMPE). The YMPE is an important value for Canada Pension Plan calculations. Finepoint Solutions Inc. maintains ympe.ca Chartered Financial Analyst (CFA) | Professional Engineer (P.Eng.) Analytical | Collaborative | Focused | Persistent | Thorough

Location

Saskatoon

Work experience

Principal Financial Analyst at FINEPOINT SOLUTIONS INC., Jan 2022 - Present · 4 yrs 6 mos, Canada, We provide CPP calculations to individuals, couples, and to professionals who advise people about CPP matters. Finepoint Solutions Inc. provides: - CPP calculation solutions - CPP education solutions - CPP technology solutions

Associate Advisor at Assante Wealth Management, Sep 2019 - Dec 2021 · 2 yrs 4 mos, Assante First Avenue, I helped people with things like: • retirement planning • tax efficient use of investments • wealth transfer and estate planning • business succession and transition planning • risk management and complex solution structures • integration of business and personal investments to optimize long-term results • collaborating with the other professionals in their life so they have a coordinated advisory team ESG subject matter expert for our practice.

Senior Engineer / Team Leader at Statoil, Apr 2009 - Jul 2017 · 8 yrs 4 mos, Leismer in-situ production facility, Senior Engineer: December 2011 - July 2017 • Collaborated with Finance Department and consultants to implement internal controls for the Enhanced Production Audit Program • Implemented technical and regulatory programs • Managed infrastructure projects Team Leader: April 2009 - December 2011 • Grew the on-site Engineering Department at a 20,000 bbl/day production facility during the transition from commissioning to regular operations • Established the project evaluation and approval processes for maintenance capital investments • Presented facility performance as part of an expert team during annual meetings with regulators - prepared and delivered sections for production measurement systems and environmental performance Leismer purchased by Athabasca Oil Corporation February 2017. AOC from March - July 2017.

Lead Commissioning & Start-Up Engineer at Suncor, Aug 2004 - Apr 2009 · 4 yrs 9 mos, Firebag in-situ production facility, Lead Commissioning & Start-Up Engineer: January 2008 - April 2009 • Resolved conflicts with the Construction Management Team as we commissioned an expansion project that increased production capacity by 36% • Commissioned various environmental improvement projects Commissioning & Start-Up Engineer: September 2006 - January 2008 Facilities Engineer: November 2005 - September 2006 Process Engineer: August 2004 - November 2005

Field Representative at IRD, Mar 2002 - Apr 2003 · 1 yr 2 mos, Various, USA, Improved fuel efficiency and safety performance of transportation systems. • Managed projects that installed intelligent transportation systems • Pre-cleared and sorted freight trucks using sensors, algorithms and communication protocols • Prevented roll-overs and steep hill accidents using sensors and safety alert signalling

Education

Bachelor of Engineering - BE, Mechanical Engineering, University of Saskatchewan