Dundee Wealth Management
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Daryl M. Yackel, CA
Wealth Management Solutions Products and Services Ask the Experts About Dundee
Daryl M. Yackel, CA
Director, Private Client Group, Investment Fund Representative
403-274-6010
[email protected]
Amanda Maskell 
Administrative Assistant
403-444-0996
[email protected]
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A few of the areas in which I may be able to assist you are as follows:
  • Retirement Plans
  • Portfolio Design
  • Investment Recommendations
  • Mutual Funds, Bonds, GICs, RRSPs, etc...
  • Portfolio Monitoring & Reporting
  • Tax Efficient Plans
  • Severance & Pension Investing
  • Investment Seminars & Courses
  • Quarterly Newsletters & Websites Referance Library

Being highly trained and well experienced in the fields of investing, and portfolio design, allows myself to help my clients make good financial decisions, and set up and maintain suitable programs to achieve their personal financial goals.

 

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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