Client Testimonials


'Having worked with Rob since 1999 I have a very high regard for his knowledge, expertise and integrity. He's open and honest with his communications and always has my best interests in mind. I would highly recommend Rob to anyone looking for a financial advisor.'
Jeff B
President & CEO


'Robert has worked with me over the years providing exceptional and professional service in building my portfolio and making adjustments to my constantly changing needs. I have a complex financial situation for which I at times depend heavily on Robert and his team to advise me, identify opportunities and create liquidity as needed. He has never failed me and always goes over and beyond. I make this recommendation easily and confidently for those looking for a true professional.'
Phil G


It will be nine years since we transferred our investment portfolio to BMO Nesbitt Burns and Robert Yee. This has turned out to be one of the best decisions we have ever made. During the past nine years, we have found Robert to be a person of honesty, high integrity, friendly and always a gentlemen.
We have enjoyed the twice a year face to face meetings to discuss our portfolio. We always leave the meetings with the satisfaction of knowing we were fully informed of the status of all of our investments.
We appreciate Robert’s knowledge of the stock market and his expert advice that ensures our financial security in our retirement years.
We would not hesitate to recommend Robert as a financial advisor to our family and friends.
Henry & Priscilla


Robert Yee with BMO Nesbit Burns, Calgary, Alberta has been our Financial Advisor since 2003. He helped us plan and set up our investment portfolio to take us into retirement which occurred in 2007. We survived the 2008 - 2009 recession with manageable damage only due to his foresight and financial advice. Robert is very diligent in keeping us informed of changes and opportunities in the market to advance our portfolio and income. This is very important to us as the primary source of our retirement income is derived from portfolio interest and dividends.We now live on Vancouver Island, BC and Robert calls frequently and visits annually to review our portfolio with us. We are very happy and satisfied with Robert Yee's financial advice and services and would highly recommend him to anyone needing help or improvements in managing their investments.
John and Lorraine


'I have worked with Robert since 2002 both as a colleague and as my personal investment advisor. I have continually been impressed with Robert's professionalism, his open honest perspective and his due diligence and follow-up. After 9+ years of working with Robert I remain impressed with both him and the advice he provides
Rick Burton
Area Manager
Bank of Montreal