About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Our Team
Gatekeeper Financial Services Inc.
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Job Title: CERTIFIED FINANCIAL PLANNER®
Languages spoken: English
Phone: (587) 358-1444
Email: david.yetman@sunlife.com
Fax: 403-262-6609
Address: 5920 1A Street SW, Suite 505, Calgary, AB, T2H 0G3 Canada
David Yetman
I love being a CERTIFIED FINANCIAL PLANNER (CFP®) and have been helping people achieve their financial goals for over 25 years. Using a holistic approach to financial planning, we can work together towards what matters most to you, your family, and/or your business depending on your own priorities, not mine. I have an experienced team that works with me to ensure that whatever it is we are trying to achieve, I have the resources available to ensure timely service and high-quality results. Contact me anytime. I would love to hear from you and see what we can achieve together!
Job Title: Financial Planner, Sun Life I President, Gatekeeper Financial Services Inc., CFP®
CHS™
Phone: (587) 358-1444 x1
Email: david.yetman@sunlife.com
Fax: (403) 262-6609
Address: 5920 1A Street SW, Suite 505, Calgary, AB, T2H 0G3 Canada
Kate Yetman
Job Title: Associate Advisor, Sun Life | Operations Officer, Gatekeeper Financial Services Inc., BHEcol
CHS™
Phone: (587) 358-1444 x3
Email: kate.yetman@sunlife.com
Fax: 403-262-6609
Address: 5920 1A Street SW, Suite 505, Calgary, AB, T2H 0G3 Canada
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