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yourPATH to Independence
Compensation
Your Clients
Seamless Transition
Carrying Partners
The Next Step

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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Seamless Transition
Ensuring a Swift Transition

A dedicated Transition Team that understands the stress and complexities of changing dealers, helps support Advisors joining yourCFO. The yourCFO Transition Team is comprised of professionals whose mandate is to ensure a swift transition. Working directly with your administrative team to provide training, support and one-on-one assistance leaving, you free to focus on your clients, communicating the changes and benefits of your new partnership.

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