Welcome to Raymond James Ltd., and the financial services website for Scott M. Yates.
As a registered Portfolio Manager with Raymond James, I provide personalised professional portfolio management to a select group of high net worth individuals and families.
Adhering to the longstanding Raymond James principle of putting the client first, I strive to build long lasting relationships by ensuring the highest level of integrity, quality of advice AND long term investment performance.
Through the assembly of a team of other professionals, and via the vast resources of Raymond James, we're able to provide comprehensive financial planning, retirement planning and tax and estate planning - as well as professional portfolio management. In addition to the services we provide for our retail clients, we also offer a broad range of corporate services for our institutional clients.
Raymond James is a leading North American independent investment firm offering a full range of professional investment services and products including:
- private client services
- insurance and estate planning
- investment banking
- venture capital
- institutional sales and trading
Since the firm was founded in 1962, Raymond James has been helping investors like you achieve their financial goals and dreams. Our predecessor companies in Canada have been doing the same for more than 75 years.
I welcome you to peruse the rest of my website and to contact me with any questions or to arrange an appointment.