Small town services with global resources

Dedicated to earning your trust

Our team is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth. We maintain a conservative investment philosophy while tailoring plans specific to each client’s individual financial needs. We pride ourselves on establishing long-lasting relationships by building trust, providing high level service, and maintaining the highest ethical standards.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Meet the team

Learn more about The Yingling Group

 

Let's start the conversation

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Latest Insights

London skyline

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Read more

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Social Media

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Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!

Thank you to everyone who joined us for our flower event last week at The Hummingbird Chateau! ?? We loved spending the afternoon with you and creating beautiful arrangements with Flowers by Wendy Carol.

Graduates, may your educational accomplishments help you achieve your goals and dreams!

Disclosures

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

Chris Yingling is currently registered to conduct business with residents of the following states: AL, AR, CA, CO, DC, DE, FL, GA, HI, ID, IL, KS, KY, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV.

Chris Yingling, NMLS # 1864097, Kim Grelli, NMLS # 2219271, and Jacob Boone, NMLS # 2577675 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Kim Grelli is currently registered to conduct business with residents of the following states: AL, AR, CA, CO, DC, DE, FL, GA, HI, KS, KY, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV.

Jacob Boone is currently registered to conduct business with residents of the following states: AL, AR, CA, CO, DC, DE, FL, GA, HI, ID, IL, KS, KY, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV.

Read additional advisor disclosures.