About

Built on Experience. Driven by Partnership.

A Calgary-based investment and advisory firm with a singular focus — taking great companies into the future.

Who We Are

Yeung Holdings is a founder-led investment and advisory firm with deep expertise in deal flow origination, transaction evaluation, and capital markets. With over two decades of experience building businesses across real estate, technology, mortgage finance, and healthcare — both as operators and advisors — we bring real strategic value to every partnership.

We partner directly with founders and leadership teams to provide market intelligence, growth frameworks, technology adoption, M&A expertise, and network access.

Based in Calgary, Alberta with a particular focus on emerging technology and healthcare innovation as the next frontier of transformative value creation.

Our Team

We operate with a lean core team backed by a deep bench of specialists. When you work with us, you get the right expertise for your specific challenge — not a generalist stretched thin.

💰 Finance & Capital Markets

CFA-designated professionals, investment bankers, and capital structuring specialists with deep Canadian market knowledge.

📊 Accounting & Due Diligence

CPAs and financial analysts who dig deep into the numbers. Valuation, audit preparation, and financial modeling.

💻 Software & AI Development

Full-stack engineers, AI researchers, and product managers building technology that gives our portfolio companies real advantages.

📈 Marketing & Growth

Digital strategists, content creators, and growth hackers who understand how to build brands and drive revenue.

⚖️ Legal & Regulatory

M&A attorneys, securities counsel, and regulatory specialists across healthcare, energy, and financial services.

🏗️ Operations & Strategy

Former operators and management consultants who’ve built and scaled businesses across multiple industries.

Our Philosophy

Partnership First

We partner with you — not just invest in you. Our success is measured by yours.

Long-Term Thinking

We build for decades, not quarters. Every partnership is designed for lasting value.

Technology as a Lever

Every industry is being reshaped by technology. We help our partners stay ahead of the curve.

Selective by Design

Quality of partnership over quantity of deals. When we commit, we go all in.

Calgary Startup Advisory

Supporting Calgary’s Next Generation of Startups and Scale-ups

Calgary’s entrepreneurial ecosystem is evolving rapidly. From energy sector spinouts to healthcare technology ventures and fintech innovations, the city is becoming a hub for ambitious founders building the future.

We provide hands-on advisory services tailored to early-stage and growth-stage companies in Calgary. Whether you’re raising your first institutional round, navigating M&A conversations, or implementing AI to accelerate your operations, we bring the expertise and network to help you succeed.

Our local presence means we understand the unique dynamics of the Calgary market — the investors, the decision-makers, and the cultural nuances that make deals happen here. We’re not a distant advisor; we’re your partner on the ground.

“We don’t just back companies — we partner with people. The relationship matters more than the deal.”

Ready to Build Something Great?

Let’s talk about where you want to take your company.

Get in Touch →