Yamamoto Wealth Management Group

Wealth Management for Busy Lifestyles

View the Video Business Card
Introduction to
our investment philosophy,
process and services.

"We specialize in managing the money of people who desire quality wealth management without the work and worry of day-to-day investment decisions."

John S. Yamamoto
Vice President &
Investment Advisor

Our Unique Features
You will experience some unique features with The Yamamoto Wealth Management Group in Edmonton, Alberta. In addition to having your day-to-day money management handled by professionals, you will receive:

A comprehensive client education process
Personalized goal based financial planning
Will & Estate Consultation, Insurance & Financial Planning Specialists
On-going account reviews and progress reports
Retirement Income Planning
Wealth management using a solid investment process
A clean, clear tax package simplifying annual tax filing
Unique client education & appreciation events

TEAM BROCHURE

Team brochure (PDF, 295KB)

FEDERAL BUDGET
2009 Federal Budget in Review (PDF, 52KB)

YOUR GOALS
We recognize that your situation and goals are unique. We can tailor our services to meet your specific needs...

Business Owner
Estate Planning
RESP's
Divorce
RSP/RIF
etc.

TESTIMONIALS
“Yamamoto Wealth Management provides a trusted and advanced approach to investment advice and account management. The approach is professional and individual client-oriented.”
- R. Savage

View more testimonials >