Working With Us

What we offer:

A comprehensive financial plan:

-Wealth Planning
-Investment Management
-Estate & Insurance Advisory
-Philanthropic Planning
-Banking & Borrowing
-Retirement Planning
-Business Planning

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:

Brian Belski - Chief Investment Strategist
Douglas Porter - Chief Economist
Stephane Rochon, CFA - Vice President, Managing Director & Head of Private Client Research
Richard Belley, CFA -  Vice President, Managing Director & Fixed Income Strategiest
Naveed Mohammed, CFA - Vice President, Head of Investment Manager Research
Russ Visch, CMT - Vice President, Technical Analyst
George Trapkov, CFA - Vice President, Private Client Research
Luigi Di Pede, CFA - Vice President, Equities Specialist
Vince Sansalone, CFA - Preferred Share Specialist
David Revoy, CIM - Director, Overlay Management

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.

Quarterly Newsletter

Banking Services