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

Scott welcomes the opportunity to work with new clients, and would be happy to provide an initial consultation with no cost or obligation. His services are available to new clients with a minimum $1,000,000 of investable assets (unless they come by way of referral from an existing client, where a $500,000 minimum is required).

To arrange an appointment or for any questions, please Contact Us.