Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

High net worth individuals and their families face complex financial decisions and require sophisticated investment advice and solutions. Yanke Wealth Management Group clients can utilize the full resources of an experienced team of investment professionals to help create both comprehensive and individually tailored investment plans.

At the Yanke Wealth Management Group, we go above and beyond to help provide you with the level of service and dedicated attention you deserve. Plus, you’ll benefit from the demonstrated stability and comprehensive services from one of Canada’s fastest growing investment firms. The expertise you need. The service you deserve.

Our team of experts

Senior Wealth Advisor

Speech bubble picto

English

Lance has worked as a financial advisor since 1992. The many years of experience have taught Lance the importance of discipline, patience and diligence when investing in the financial markets and providing advice and guidance to families and individuals. His knowledge and experience are a source of security and comfort to clients in an environment that continues to increase in volatility and complexity.

Lance brings a wholistic approach to wealth management when dealing with clients. The interests of his clients are always first and foremost in every step of the process. It is this approach that has led to recognition on numerous occasions within National Bank Financial.

Lance is married with two very active children. In his rare moments of free time Lance enjoys hiking and biking in the mountains and cherishes the occasions he can get out on the Bow River for some fly fishing. Lance has been a frequent volunteer for community sports and is strong supporter of the arts in Calgary.

Wealth Advisor

Speech bubble picto

English

Colleen is a fully licensed Associate Investment Advisor with almost 30 years of experience within the investment industry. She attended the DeVry Institute of Technology from 1992 – 1994 and graduated with honors.

Colleen’s strengths include a high degree of integrity, a strong team spirit, an elevated attention to detail, and a positive personality that is welcomed both inside and outside of our industry.

Colleen enjoys spending time with her family and the ‘Great Outdoors’ – hiking, driving, and taking long walks with her dogs.

Louise Flora

Senior Wealth Associate

Speech bubble picto

English, French

Louise has been in the investment industry since 1996 and joined the Yanke Wealth Management Team in 1999. She is licensed and provides full administrative support for all aspects of your accounts. With over 30 years in customer service Louise focuses on the client first. Her “happy to help” attitude has endeared her to our clients and co-workers alike. Louise is passionate about her family, friends and travel and spends her free time baking and pursuing artistic endeavours.

Contact us

Get contact information for our team members and find out where our offices are.