YAM Financial Solutions
Company

YAM Financial Solutions

Financial Services Ca 5 employees
Employees
5
Contacts
1
Emails
1
Phones
1

YAM Financial Solutions Overview

Headquarters
Ca
Industry
Financial Services
Employees
5
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About YAM Financial Solutions

YAM Financial Solutions (YAM FS) is a boutique Insurance and estate planning brokerage operating in English and French offering products to enhance the Yorkville Asset Management Wealth Management experience, catering to affluent individuals and institutions. YAM FS operates from its head office in Toronto. YAM’s competitive advantage is derived from its focus on client service and comprehensive wealth solution offerings to clients. We research the market to provide you with the best insurance competitive advantage to enhance your estate planning Our insurance is provided by one of the insurance providers: Manulife Financial, Sun Life, iA Financial Group, Equitable Life, Empire Life, Canada Life, Allianz Global Assistance, RBC Insurance and more. Personal Insurance: Term Life, Whole Life, Universal Life, Critical Illness, Individual Health and Dental plans. Business Insurance: Keyman (Life, Critical Illness and Disability on key person), Shareholders Agreement including Crisscross, Immediate Financial Arrangement (IFA). Group and Retirement: Group Benefits, Group Retirements, Individual Pensions Plans. Investment & Insurance: Segregated Funds and Annuities. For general inquiries: insurance@yamfs.ca Stay Informed about new articles, resources and tools below: https://sandrinemakaron.thelinkbetween.ca/ Schedule a meeting here: https://calendly.com/sandrineyamfs/insurance-solutions Call or Message us at 416 303 8292 For Asset Management see below: https://www.linkedin.com/company/yorkville-asset-management/insights/

YAM Financial Solutions Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage
Phone contacts
1
25.0% coverage

YAM Financial Solutions Org Chart

Sample employees and titles
Name Title Contact
Gary M Seveny Executive Director & Chairman, Apaylo Finance Technology Inc.
Email Phone
Sandrine Makaron Award Winning High Net Worth Insurance Solutions
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Sandrine Makaron Manager, Insurance Advisor at Yam Financial Solutions
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Nitin Vishnoi Branch Head, Yam Solution Pvt. Ltd
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Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Manager 1 profile

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