david yates portrait

David Yates


David Yates is committed to providing our clients with the best experience through the delivery of the highest quality investment advice and strategic financial planning for business owners, corporate executives, and families. His goal is to establish peace of mind for our clients knowing their financial matters are solidly in place. His passion as we work together, is to build invaluable long-term relationships, helping our clients and their families accomplish their goals at each stage of their lives.

His wife Tara and him live in Maple Ridge with their two young kids. When they get the chance, they enjoy hiking with their dog, Sasha. He also enjoys rugby, skiing, travel, reading, music and spending time with friends and family.