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

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. 

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Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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Dr. Kendall Yeomans B.Comm., MBA

Senior Financial 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.



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Office Address

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