2026 Client Satisfaction Badge

We are the premier provider of investment advice and timely service.

We offer our clients quality products, the right information for confident decision-making and the commitment to superior returns on investments.

 

 

Compelling Reasons To Invest With Us

  1. We will develop and implement a customized Financial Plan that is tailored to your needs and goals.
  2. We offer a formalized service plan that outlines exactly what services our clients receive.
  3. We consolidate and coordinate your Financial Assets to ensure that your long-term goals are achieved.
  4. We strive to provide you with financial peace of mind so that you can focus on the pleasures of life.
  5. We will treat you and your investments as if you are part of the family.

Working With Us

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Accessibility & Service

Prompt, courteous and professional service at all times.

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Investment Discipline

After determining your long term financial goals, we will custom design a portfolio best suited to your investment needs taking into consideration tax minimization, preservation of capital and long term growth.

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Seminars

Be invited to periodic investment seminars to enhance your current investment knowledge.

 

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Commitment

Have your funds invested according to your personal investment goals.

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On-Line Access

Easily view your portfolio online.

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Banking Services

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Quarterly Newsletter

Stay up to date with our quarterly newsletter

Working With Us:

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Accessibility & Service

Prompt, courteous and professional service at all times.

 

investment management icon

Investment Discipline

After determining your long term financial goals, we will custom design a portfolio best suited to your investment needs taking into consideration tax minimization, preservation of capital and long term growth.

 

chat icon

Seminars

Be invited to periodic investment seminars to enhance your current investment knowledge.

 

growth icon

Commitment

Have your funds invested according to your personal investment goals.

 

computer mouse icon

On-Line Access

Easily view your portfolio online.

 

bank icon

Banking Services

 

calendar icon

Quarterly Newsletter

Stay up to date with our quarterly newsletter

Years of Trusted Advice

"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. [...] 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 & Lorraine

 

"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

 

See what our clients are saying

Start a Conversation About Your Wealth

Take the first step toward clarity, structure, and long-term success.

Contact us

Latest Insights

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Weekly Strategy Perspectives: Considering the Consumer

Sep 11, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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