Yates Financial Corp. - Calgary
About Yates Financial Corp.
As a financial services professional, with over 30 years of experience, I am passionate about helping Canadians reach their financial goals, and ensuring that their families are taken care of. I take pride in building relationships with my clients to truly understand their needs, and as your financial advisor I will work closely with you to help you understand the Life Insurance options available within your budget.
I also use Segregated Funds for Retirement and Estate Planning because of their powerful guarantees. I am licensed across Alberta, Saskatchewan and BC, and can provide you the tools you need to put your plan into place.
I believe in giving back to the community, and for the last 20 years I have been actively involved in the Fish Creek Rotary Club. Through Charity, Fundraising and Volunteering, we strongly believe in “Service Above Self”.
I look forward to an opportunity to speak with you, discuss your goals, and help you make them a reality.
Contact Yates Financial Corp.
| Address : | 5920 Macleod Trail SW, Calgary, AB T2H 0K2, Canada |
| Phone : | 📞 + |
| Postal code : | 2 |
| Website : | http://yatesfinancialcorp.ca/ |
| Categories : | |
| City : | H |
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