yourCFO - Corporate

In business circles, the Chief Financial Officer, or “CFO”, advises on a company’s financial matters. It’s a role that wealthy Canadians like you could use too. A yourCFO advisor can act as your personal “CFO”, working hand in hand with you to help shape and navigate you and your family’s financial journey.

About Us

Created in 2000, our client services are provided via two companies: yourCFO Advisory Group Inc. and yourCFO Wealth Management Inc.

yourCFO Advisory Group is an independent, full-service investment dealer offering a complete range of products and services including mutual funds, stocks, bonds, income trusts, exchange traded funds, retirement savings plans, retirement income fund plans, disability savings plans, education savings plans and tax free savings accounts. yourCFO is an Advisory Group without proprietary products so we truly offer independent, unbiased investment advice without compromising on the breadth of products. This allows advisors here to serve in the best interests of their clients. Client accounts are carried by TD Waterhouse Institutional Services (TDWIS) and MRS Securities Services Inc. (MRSSSI), who provide yourCFO with the technology, administrative support and most importantly the secure custody of client investments.

yourCFO Advisory Group, TDWIS and MRSSSI are member firms of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC), the regulatory organizations overseeing and protecting the interests of investors.

All investment advice and recommendations on securities and all financial planning services are provided through yourCFO Advisory Group. yourCFO Wealth Management is a licensed corporate insurance agency through which advice and recommendations on all insurance products is provided. Our relationships with all of the major insurance companies provides us access to a full range of life insurance products, tax minimization and estate maximization solutions to help you plan for your future and the future of those you care about.

With a service oriented and knowledgeable team of professionals, yourCFO Wealth Management is ideally positioned to assist you with all of your wealth management, succession and estate preservation needs.

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