When it comes to your money and your future, trusting that your financial advisor is working in your best interest is not negotiable. That kind of trust must be earned.
With 21 years in the financial services industry, and clients who have been with me for many years, I understand the value of trust, and I commit to earning it with every client. How? I care about your well-being, offer objective advice that can make a difference for you and your family, and think about your financial stability both today and for the long-term. I believe in honesty and integrity, working hard and being available when you need me.
When we work together, we'll explore what you want for yourself and your family. Then we'll set financial goals so I can build a strategy that is uniquely tailored to getting you where you want to be. I'll stay with you over the years to help you stay on track because helping you reach your goals is my No. 1 priority.
While it may be tempting on occasion to chase a return or time the market looking for that big win, it rarely works out in your best interest. The big win comes when you can confidently and securely live the life you want, and that's the result of setting goals, planning for the long-term, preparing for the unexpected, protecting your principal and staying the course. That's what I can help you do.
Just as I do for my clients, I strive to make a difference for my community. For the past 12 years, I've been a member of the Rotary Club of York and currently serve as secretary. The service projects we do are many and varied, all designed to improve lives – from youth to families to senior citizens.
On a personal note, I like to be active, with a special affinity to basketball, badminton, golf and hiking. I'm an avid fan of the Raptors and of my two sons who are endeavoring to begin their life journeys through university.
- Education Savings Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Phone NumberMichael Yeh at (905) 477-3604
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