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Yam Financial Solutions

YAM Financial Solutions (YAM FS) is a boutique Insurance and estate planning brokerage operating in English and French offering products to enhance the Yorkville Asset Management Wealth Management experience, catering to affluent individuals and institutions. YAM FS operates from its head office in Toronto. YAM’s competitive advantage is derived from its focus on client service and comprehensive wealth solution offerings to clients. We research the market to provide you with the best insurance competitive advantage to enhance your estate planning Our insurance is provided by one of the insurance providers: Manulife Financial, Sun Life, iA Financial Group, Equitable Life, Empire Life, Canada Life, Allianz Global Assistance, RBC Insurance and more. Personal Insurance: Term Life, Whole Life, Universal Life, Critical Illness, Individual Health and Dental plans. Business Insurance: Keyman (Life, Critical Illness and Disability on key person), Shareholders Agreement including Crisscross, Immediate Financial Arrangement (IFA). Group and Retirement: Group Benefits, Group Retirements, Individual Pensions Plans. Investment & Insurance: Segregated Funds and Annuities. For general inquiries: insurance@yamfs.ca Stay Informed about new articles, resources and tools below: https://sandrinemakaron.thelinkbetween.ca/ Schedule a meeting here: https://calendly.com/sandrineyamfs/insurance-solutions Call or Message us at 416 303 8292 For Asset Management see below:

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HeadquartersToronto, CanadaEmployees4(11 to 50)Websiteyorkvilleasset.comLinkedIn profileLinkedIn

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11 to 50 range

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1

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organic / mo

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1 distinct titles indexed · top 1 shown.

  • 1branch manager

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