THE YANKE GROUP:
We have put together an investment team with the goal of helping you meet and exceed your investment goals and service expectations. Our investment team gives you three contacts within National Bank Financial. However, you will have one primary Investment Advisor, who will be responsible for your satisfaction. In this way, we ensure seamless communication and superior overall service.
LANCE YANKE - INVESTMENT ADVISOR - holds a Bachelor of Commerce degree with a concentration in Finance from the University of Calgary. For over 20 years, Lance has worked as an investment advisor in the Cdn Investment Industry where he specializes in high net worth clients. In addition, Lance has completed the Partners, Directors, and Senior Officers course, as well as the Branch Managers Course, and Level II insurance license giving him the knowledge to help identfy estate planning needs.
Lance's role: strategic investment advice, retirement planning, setting overall investment strategy and direction for each client.
COLLEEN VERSTEEGT: Associate Investment Advisor - Colleen initially began her career in the investment industry in 1978. In 1991 Colleen attended the DeVry Institute of Technology and graduated in 1994 with honors. Colleen successfully completed the Cdn Securities Course and the Professional Financial Planning course.
Colleen's role: investment advice, setting overall investment strategy and direction for clients, providing information and research on companies and industries to clients, assisting Lance in servicing clients.
LOUISE FLORA: Investment Assistant - Louise has been in the investment industry since 1996. Louise is now our key investment services assistant and is a dedicated team player. Her experience is a great asset in serving our team's clients.
Louise's Role: all administrative functions associated with our clients such as questions regarding National Bank Financial account statement(s), registering securities, EFTs, issuing cheques, and transfer ins. Louise is licensed, and along with providing market quotes can input trades as well for clients.
WE SEEK TO UNDERSTAND YOUR PERSONAL SITUATION, INCLUDING YOUR OBJECTIVES, TIMEFRAME, RISK TOLERANCE, AND OTHER FACTORS. WE CONSIDER THESE FACTORS TO BE THE KEY DETERMINANTS OF YOUR PORTFOLIO'S STRUCTURE. WE STRIVE TO CREATE A RELATIONSHIP THAT PROMOTES ACCOUNTABILITY, HONESTY, INTEGRITY, AND EXCELLANT SERVICE.
We look forward to discussing your needs and concerns and creating the foundation necessary for your Investment Portfolio.
Sincerely, Lance Yanke, Colleen Versteegt and Louise Flora