yourCFO - Corporate

jarmiento@yourCFOinc.com

Jim Armiento has been an investment advisor for over 23 years. Jim began his career in the Ottawa office of a major Canadian brokerage firm and then went on to manage the Ottawa branch of one of the world’s largest and most prestigious firms. Jim holds an honours Bachelor of Arts degree (Economics) from Carleton University. He has received numerous designations in the investment industry including Certified Investment Manager (CIM) and, Fellow of Canadian Securities Industry (FCSI). Jim’s investment approach strikes a balance between the two critical factors in any investment plan; achieving satisfactory returns while avoiding unacceptable levels of risk. The focus of Jim’s approach centers on wealth preservation and maximizing retirement income by tax efficient planning and investing. This includes succession plans for business and individual estate planning strategies. The trust and well-being of our clients and friends are integral to our success. Personal relationships and the high level of service are mandatory to Jim and his team.

akoreck@yourCFOinc.com

Anastasia Koreck has been in the Investment Industry since 1989 and has credentials from the Canadian Securities Institute. Anastasia’s attention to detail and administrative experience compliments the professionalism of Jim Armiento. Anastasia’s primary responsibility is to service clients and ensure their peace of mind. Trust, honesty and hard work are values that Anastasia displays, both in her career and her personal life. Her commitment to team work has come to be respected and acknowledged by her industry peers and community.

rdoddridge@yourCFOinc.com

Ramona Doddridge's primary responsibility is to ensure the smooth operation of our clients' needs and office administration. Ramona's professional, honest and hard working ethics complement our team's approach to service and care for our clients. Her commitment to our clients and her community makes her an asset to our team.