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

Why drawing retirement income is personal

Dec 23, 2024

Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy....

Read more

Industrial Revolution 2.0 and Globalization 2.0 Are Both Underway

Dec 18, 2024

Progress never sleeps! Discover the future of work today as AI and robotics both complement and compete with their human counterparts to optimize industries....

Read more

Welcome to forecast season

Dec 16, 2024

It’s January, which means you may come across market predictions for 2025 in the media. See why putting stock in these forecasts can be harmful psychologically and financially....

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