Becoming a Client
You have an accountant for taxes and a lawyer for legal matters. Doesn't it make sense to also have a professional Portfolio Manager to bring a consistent, logical and disciplined approach to the management of your investments?
In today's increasingly complex and fast-paced financial markets, you know that managing a large investment portfolio can be a challenging full time job. As a registered Portfolio Manager, Scott Yates can offer you professional expertise and peace of mind so you can devote your time to the other important things in your life.
The clients who benefit most from Scott’s services are typically individuals who realize their investments are too important to be a part-time consideration. You may be:
- A successful manager or senior executive
- A busy professional
- A business owner
- Retired, or
- A recent estate beneficiary
Our services are restricted to select investors with total household investable assets of CAD$5,000,000 (USD$3,500,000) unless they come by way of referral from an existing client*.
Due to overwhelming demand for our services, we are unable to accept new clients at this time. However, if you are referred to us by an existing client, we would be happy to provide an initial consultation with no cost or obligation.
*EXISTING CLIENTS: Do you know someone who could benefit from our services? We are happy to speak to your friends or family to see if our services are right for them.
To arrange an appointment or for any questions, please Contact Us.
