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Robert Yee
Kevin Langman
Petra S. Kelly
Laura Munoz
Mandy Dunn

Tel: 403-260-9345

Address
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
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Working With Us

What we offer:

A financial plan:

-Financial planning
-
Wealth Building
-Retirement Planning
-Estate and Insurance
-Business Planning
-Philanthropic Planning
-Life Changes

Sound advice - Supported by an industry leading research team, the Robert Yee Investment Advisory Group combines over 40 years of experience to provide timely advice and recommendations to help you meet your financial goals.*

 

Our Top-Ranked Research Partners:
Stephane Rochon, CFA - Vice-President & Managing Director/Head of Portfolio Advisory Team
Russ Visch, CMT, - Vice-President / Technical Analyst
Richard Belley, CFA -  Vice President, Managing Director and Fixed Income Strategiest
Ann Rait - Canadian Equity Specialist
George Trapkov, CFA - Equity Specialist
Dennis Fong - Fund Specialist, Investment Fund Strategy
Vince Sansalone, CFA - Preferred Share Specialist
Luigi Di Pede, CFA - Equity Specialist
Jessica Handelman - Associate
David Revoy - Associate Portfolio Manager, Portfolio Services Group, Municipal Bond Trader & Fixed Income Marketing Specialist
Naveed Mohammed - Analyst, Investment Fund Research
Brian Belski - Managing Director, IBG Research
Douglas Porter - Chief Economist

Accessibility and service- Prompt, courteous and professional service at all times.

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.

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

Commitment - Have your funds invested according to your personal investment goals.

On-Line Access - to view your portfolio.

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