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Scott Yates

Portfolio Manager
scott.yates@raymondjames.ca
403-221-0359
403-221-0350
1-844-459-0359

 

I have more than two decades of financial industry experience, having started my career as a Financial Advisor in Calgary in 1994. I am a founding member of The Canadian Institute of Financial Planners. In addition to my licensing in Canada through IIROC, I am a registered broker with FINRA in the United States.

I'm also a registered Portfolio Manager. The distinguished Portfolio Manager designation is reserved only for those advisors who have attained the highest professional standards of training and experience in the financial industry.

I am currently licensed to work with residents of Alberta, B.C., Manitoba, Ontario and Prince Edward Island, as well as Colorado, Florida, and California.

On a personal level, I enjoy tennis, travel, food and wine - and I am a 'student' of all things related to the investment world and its history. More than anything, I cherish time spent with close friends and family, including my wife Stacy and daughter Maya.