Cindy Yates began her career in Insurance Services in 1995 before moving to the Royal Bank to work as a Personal Banking Representative in 1997. In 2000 she joined Edward Jones as a licensed Investment Representative and spent 4 years building a strong client base serving Cranbrook and the surrounding area. In 2003 Cindy began to specialize in Financial Planning and chose RBC Dominion Securities Inc. as the Firm with the most options and benefits to best serve her clients in that field. During the course of her investment career she has completed the Professional Financial Planning Course and obtained the Certified Financial Planner’s designation, which distinguishes her as a dedicated professional meeting the highest standards of excellence in Financial Planning.
Cindy specializes in providing her clients with knowledgeable advice and quality investments to solve their financial concerns in the areas of Financial Planning, Insurance, Tax & Estate Planning, and Retirement Planning using the tools and technology of RBC Dominion Securities.
Since 1901, RBC Dominion Securities has advised private investors on quality investment opportunities. Today, we are Canada’s leading full-service investment firm, providing the complete range of investment products and services.
Give Cindy a call, she looks forward to meeting with you to see how she can help you reach your financial goals & dreams.