Associate Financial Consultant
Ig Wealth Management Inc. Mutual Fund Division
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David Yates Email & Phone Number
Associate Financial Consultant
at
IG Wealth Management Inc. Mutual Fund Division
1 phone found
area 604
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Financial Consultant
Location
Canada
Who is David Yates? Overview
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Quick answer
David Yates is listed as Associate Financial Consultant at IG Wealth Management Inc. Mutual Fund Division, based in Canada. AeroLeads shows phone signal with area code 604 and a matched LinkedIn profile for David Yates.
David Yates previously worked as Associate Financial Consultant at Ig Wealth Management and Consultant at Ig Wealth Management. David Yates holds Insurance Sales Licence from Insurance Council.
Company email context
Email format at IG Wealth Management Inc. Mutual Fund Division
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IG Wealth Management Inc. Mutual Fund Division
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Profile bio
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.
Listed skills include Microsoft Office, Customer Service, Public Speaking, Strategic Planning, and 6 others.
Current workplace
David Yates's current company
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Ig Wealth Management Inc. Mutual Fund Division
AeroLeads page
4 roles
David Yates work experience
A career timeline built from the work history available for this profile.
Associate Financial Consultant
Consultant
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
Operations Manager
¬ 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
Jun 2013 - Apr 2017
2 education records
David Yates education
Insurance Sales Licence
Insurance Council
Mutual Fund Licence Of Canada
Mfda
FAQ
Frequently asked questions about David Yates
Quick answers generated from the profile data available on this page.
What company does David Yates work for?
David Yates works for IG Wealth Management Inc. Mutual Fund Division.
What is David Yates's role at IG Wealth Management Inc. Mutual Fund Division?
David Yates is listed as Associate Financial Consultant at IG Wealth Management Inc. Mutual Fund Division.
What is David Yates's phone number?
AeroLeads has found 1 phone signal(s) with area code 604 for David Yates at IG Wealth Management Inc. Mutual Fund Division.
Where is David Yates based?
David Yates is based in Canada while working with IG Wealth Management Inc. Mutual Fund Division.
What companies has David Yates worked for?
David Yates has worked for Ig Wealth Management Inc. Mutual Fund Division, Ig Wealth Management, and The Cascade Company.
How can I contact David Yates?
You can use AeroLeads to view verified contact signals for David Yates at IG Wealth Management Inc. Mutual Fund Division, including work email, phone, and LinkedIn data when available.
What schools did David Yates attend?
David Yates holds Insurance Sales Licence from Insurance Council.
What skills is David Yates known for?
David Yates is listed with skills including Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Budgets, Hospitality Industry, Food And Beverage, and Hospitality Management.
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