The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Dr. Kendall Yeomans, B.Comm., MBA

Senior Financial Advisor
Advisor

Kendall Yeomans has been helping individuals, companies, and families achieve their financial and lifestyle goals since 1996.  As an advisor at Assante Capital Management Ltd., Kendall works closely with Assante professionals as well as accountants and lawyers in the Sudbury area, in order to provide comprehensive solutions for his clients.

Kendall received his Honours Bachelor in Commerce from Laurentian University in 1996.  In 2011, Kendall received his Master of Business Administration from Laurentian. In 2017, Kendall completed his Doctor of Business Administration from the University of Liverpool. 

In 1996, he became a Financial Advisor after taking courses from the Canadian Securities Institute.  This has allowed Kendall to provide investment advice on individual stocks and bonds, mutual funds, portfolio construction, RRSPs, and RESPs to name a few.

Kendall was born and raised in Sudbury, Ontario.  He has a very strong connection to the city.  He has provided time as a Sessional Instructor at Laurentian University, teaching second and fourth year finance in the Commerce Program. 

Recent Posts

Private Markets: Credit Over Equity

May 28, 2024

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

Read more

Consider the timing of leaving an inheritance

May 18, 2024

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

Read more

The Upside of Canada’s Economic Woes

Apr 30, 2024

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

Read more

Dr. Kendall Yeomans B.Comm., MBA

Senior Financial Advisor
Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

363 Falconbridge Road Unit 2
Sudbury, Ontario
P3A 5K5 Canada