Testimonials

 Our bottom line has improved significantly as a result of our change to yourCFO.  This is a result of the lower download of costs, and our own business efficiencies which are possible under this entrepreneurial model.  Just as important to us, it is a co-operative atmosphere that fosters independence and success. 

Marc Hamel, PEng — Senior Advisor

 

yourCFO accounts carried by:

TD Waterhouse Institutional Services

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yourCFO Advisory Group Inc.

CIPF

CIPF

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After having spent years of indentured servitude with several national dealers, we quit trying to fix a broken industry from within and escaped in 2000 to create yourCFO. Let's face it, moving your business is a major undertaking. The next firm you join should be your last. As you contemplate this upcoming change, you really owe it to yourself and those close to you to do your homework and choose carefully.

yourCFO is looking for select entrepreneurial Financial Advisors running successful IIROC or MFDA based financial planning businesses to join yourCFO as independent IIROC Agents. Under the IIROC Agency rules, yourCFO offers a full platform including yourPATH - a unique client-oriented approach to creating suitable portfolios, a 90% payout, 160% override on FYC insurance business, and most importantly you own your book of business.

For more information on yourCFO's unique approach, you can read the article published in the Investment Executive, entitled "Innovative firm loosens the reins on advisors". The article may be dated but the message has not changed!

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