David Yates

David Yates Email and Phone Number

Associate Financial Consultant @ IG Wealth Management
Maple Ridge, BC, CA
David Yates's Location
Canada, Canada
David Yates's Contact Details

David Yates phone numbers

About David Yates

I am committed to providing our clients with the best experience through the delivery of the highest quality investment advice and developing a working strategic plan for business owners, corporate executives, and families. My goal is to establish peace of mind for our clients knowing their financial matters are solidly in place. My passion as we work together is to build invaluable long-term relationships, helping our clients and their families accomplish their goals at each stage of their lives.My wife Tara and I live in Maple Ridge with our two young kids. When we get the chance we enjoy the hiking trails with our dog, Sasha. I also enjoy rugby, skiing, travel, reading, music and spending time with friends and family.

David Yates's Current Company Details
IG Wealth Management

Ig Wealth Management

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Associate Financial Consultant
Maple Ridge, BC, CA
Website:
investorsgroup.com
Employees:
270
David Yates Work Experience Details
  • Ig Wealth Management
    Associate Financial Consultant
    Ig Wealth Management
    Maple Ridge, Bc, Ca
    View
  • Ig Wealth Management
    Consultant
    Ig Wealth Management Apr 2017 - Present
    Burnaby Canada
    Investors Group Financial Services Inc. Helping clients grow their wealth; advising specifically on investment portfolios, estate planning and tax minimization strategies.Areas of focus:• Cash Flow Management• Investment Planning• Tax Planning• Retirement Planning • Estate Planning• Insurance Planning• Debt Management
    View
  • The Cascade Company
    Operations Manager
    The Cascade Company Jun 2013 - Apr 2017
    Vancouver, Canada Area
    ¬ Multi-business management¬ Profit and Loss Accountability¬ Revenue Growth¬ Management and Leadership Training ¬ Customer and Employee Relations¬ Coaching and Mentoring¬ Recruitment and Retention¬ Purchasing and Inventory Management¬ Strong Organizational and Interpersonal Skills¬ Effective Communication and Team Building Skills¬ Conflict resolution
    View

David Yates Skills

Microsoft Office Customer Service Public Speaking Strategic Planning Budgets Hospitality Industry Food And Beverage Hospitality Management Management Event Management

David Yates Education Details

  • Insurance Council
    Insurance Council
    Insurance Sales Licence
  • Mfda
    Mfda
    Mutual Fund Licence Of Canada

Frequently Asked Questions about David Yates

What company does David Yates work for?

David Yates works for Ig Wealth Management

What is David Yates's role at the current company?

David Yates's current role is Associate Financial Consultant.

What is David Yates's direct phone number?

David Yates's direct phone number is +160461*****

What schools did David Yates attend?

David Yates attended Insurance Council, Mfda.

What skills is David Yates known for?

David Yates has skills like Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Budgets, Hospitality Industry, Food And Beverage, Hospitality Management, Management, Event Management.

Who are David Yates's colleagues?

David Yates's colleagues are B Ng, Robert Middelkoop, Jacinthe Mallais, Elaine Jose.

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