Clients of yourCFO Agents

In the corporate world, the CFO, or Chief Financial Officer, is responsible for successfully overseeing all of a company’s financial matters. We would like you to think of yourself as the “Chairman” of your personal wealth and of us as your “CFO”, working hand in hand helping to navigate your journey – a journey requiring ongoing care and calibration as reflected in our company’s Gyroscope.

At yourCFO, our mandate is to provide clients with the integrated, independent and professional advice they deserve in all aspects of wealth management. This high level of advice is supported by an equally high level of personalized service and expertise that will assist you in achieving your financial goals.

The role of a yourCFO Advisor is to provide information and advice, so their clients are able to make better decisions regarding growing and protecting their wealth, within the context of their goals and risk tolerance.  Our approach has led to yourCFO's  yourPATH, which combines a financial plan and an Investment Policy Statement with regular performance reports, to ensure all bases are covered and the strategies being implemented have a high probability of achieving your investment goals.  For an illustration of the full process, click here.

yourCFO Advisory Group Inc. is a private investment dealer.  As a member of the Investment Industry Regulatory Organization of Canada (IIROC), formerly the IDA, we are governed by the same rules and regulations as the large bank-owned investment dealers that you are more familiar with.  For more on IIROC, please click here.  For IIROC's brochure, "Why IIROC Matters to You, the Investor", please click here.
 

yourCFO Portfolio

yourCFO provides on-line access to view your portfolio.

  TD ON-LINE ACCOUNT VIEW 

TD Waterhouse Back Office Clients:  If you are an existing client under the TD Waterhouse back office, and would like to have access to your portfolio on-line, please contact your Financial Advisor.  They will require you to sign a disclaimer prior to assigning your access information.  Click here for a copy. 

  MRSSSI ON-LINE ACCOUNT VIEW 

MRSSSI Back Office Clients:  If you are an existing client under the MRSSSI back office and would like to have access to your portfolio on-line, please register on-line by clicking the link above, or by calling your Financial Advisor for assistance.  You will require the User ID that appears on your monthly statements.  If you are currently set up to view your portfolio on-line, click on the link above.  You will have the ability to access your statements, tax receipts and trade confirmations.
 

Your Security

The safety and protection of your investments are of the utmost importance.  yourCFO Advisory Group Inc. (yourCFO), MRS Securities Services Inc. (MRSSSI) and TD Waterhouse Canada Inc. are each member firms of the Canadian Investor Protection Fund (CIPF   www.cipf.ca).  TD Waterhouse Institutional Services Inc. (TDWIS) is a division of TD Waterhouse Canada Inc.

CIPF is sponsored by the Investment Industry Regulatory Organization of Canada (IIROC   www.iiroc.ca) and provides clients of member firms with asset protection of up to $1 million in the case of a member firm's insolvency.

According to CIPF, even if your assets exceed $1 million, it is unlikely that you will suffer a loss as industry regulations require all yourCFO client securities be held by our Carrying Brokers TDWIS and MRSSSI in acceptable locations, like the CDS Clearing and Depository Services Inc., or in the case of mutual funds, in book-based systems, increasing the likelihood all securities will be available to be returned to you if yourCFO became insolvent.

For a copy of the CIPF explanatory brochure, click here.
 

Other Helpful Information

Mutual Fund Tax Guide:  Mackenzie Financial has produced a very helpful Mutual Fund Tax Guide, which outlines a summary of tax information designed to help you prepare your tax return.  To view the Guide, click here.  This useful guide includes explanations of terms used in completing your return, as well as what to do with the information on the tax slips you receive.  As always, we advise that you consult your tax return preparer as a final reference for tax-related matters.