Yellin Chalmers Financial Group
We have the expertise and resources to help you realize your financial aspirations today and in retirement. Our team consists of experienced, responsive investment professionals committed to providing you with leading edge financial advice and the systems to deliver consistently on that commitment.
Welcome to the Yellin Chalmers Financial Group We have the expertise and resources to help you realize your financial aspirations today and in retirement. Our team consists of experienced, responsive investment professionals committed to providing you with leading edge financial advice and the systems to deliver consistently on that commitment. As stewards of our client’s wealth, we listen closely to our clients to ensure that we recognize and address their individual needs. Our services cover all stages throughout an individual’s life including retirement and estate planning. We are dedicated to ensuring strong relationships with our clients and our commitment to the trust and confidence they have extended us. What We Do Our expertise lies in our ability to apply our extensive knowledge and our 65 years of combined experience in the financial industry to the development of customized portfolios providing optimal results. Our investment philosophy is conservative with safety of capital being of prime importance. Our time horizons are longer term, incorporating financial planning to develop a comprehensive investment portfolio leading to and including retirement. Our Services Investment Management We develop a diversified, risk reduced portfolio that is uniquely suitable for your individual goals and objectives. We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Wealth Management. This allows us to access the required expertise to provide our clients with a comprehensive investment strategy that addresses all of their needs and goals. Retirement Planning Registered retirement products, including RRSPs, RRIFs, Tax-Free Savings Accounts and annuities. Financial & Estate Planning Detailing everything that you need to know about developing an overall plan to guide you through all your life stages. Insurance Planning Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture. Personal and Private Banking Services Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a fee you can choose. Managed Portfolios Our Managed Portfolio Program is an investment program geared to investors who value the services of an experienced portfolio manager and want to have the freedom to delegate the day-to-day investment decisions of their accounts. Portfolios are customized to meet your unique needs and requirements. Investment decisions can be made in a timely manner based solely on their merits. Management fees are all-inclusive and fully transparent.
Address: 202 - 6 Avenue SW, Suite 1700, Calgary, Alberta Canada T2P 2R9
Phone: +1 403 806 4115
FAX: +1 403 806 4119
