yourCFO - Corporate

dleyland@yourCFOinc.com
www.ltprivatewealth.com

Doug Leyland entered the securities industry in 1987, and is an active participant, having sat on various committees such as the OSC Fair Dealings Model and the IDA Incorporation of Salespersons. In February 2000, he established yourCFO Advisory Group, an independent, integrated wealth management platform catering to the needs of high net worth individuals, executives and business owners. yourCFO Advisory Group was the first IDA Member approved to operate under new IDA Agency rules introduced in 2003. Under these rules, Agents of yourCFO may now operate their business as independent non-incorporated entities, withyourCFO supplying all head office regulatory services. This is a unique way for Advisors to own their own book of clients and control the commercial aspects of their business, thereby operating their own business in a truly independent environment.

In addition to being a Chartered Accountant, Doug also holds an Honours Bachelor of Business Administration degree, as well as a Master of Business Administration degree.

atenaschuk@yourCFOinc.com
www.ltprivatewealth.com

Adam specializes in advising successful business owners and high net worth clients. He assists by using an unique integrative team approach that first validates his client's ownership structure, then introduces tax minimization and estate maximization strategies. This is then followed by investment and risk management strategies designed to achieve his client's investment goals.

Put alternatively, Adam and his team provide information and advice to clients so they are equipped to make better decisions about growing and protecting their wealth - the way they want to.

Throughout this his team liaises closely with his client's accounting and legal professionals to ensure each is onside with the overall strategy.

Adam is a graduate of the Richard Ivey School of Business where he received his Honours in Business Administration and his MBA. Adam has several years experience in institutional equity research and investment banking.