Testimonials

 yourCFO has done everything an Investment Wealth Advisor should do that my previous support at a bank could not do... the yourCFO proactive conservative approach has exceeded my expectations.

Tom P. — Business Owner

 

yourCFO accounts carried by:

TD Waterhouse Institutional Services

Disclaimer

yourCFO - Corporate Banner
Grimsby Sub-Branch
Contact Information

yourCFO Advisory Group Inc. and
yourCFO Wealth Management Inc.
27 Kingsway Blvd.
Grimsby, ON L3M 3E4

905-870-6887
905-945-8879

 
Steve Geraedts, B.Econ., CFP
Senior Investment Advisor

sgeraedts@yourCFOinc.com

Steve GeraedtsSteve has been an investment and planning advisor since 1989 and received his Certified Financial Planner designation in 1996.

Steve specializes in managing high net worth portfolios with a focus on absolute returns and preservation of capital. He assists professionals and business owners with structuring their affairs more tax effectively. Steve will often work with the client's other professional relationships, such as accountants and lawyers, to provide solutions to enhance and preserve his client's wealth through estate planning.