Who is yourCFO?

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.

All client accounts are carried by either TD Waterhouse Canada Inc. or MRS Securities Services Inc. These firms provide us with the technology, administrative support and most importantly, the custody of your investments. For more on these institutions, please click here.   

yourCFO Wealth Management Inc. is a licensed corporate insurance agency, through which advice on all insurance products is provided. Through our relationships with all of the major insurance companies, we can offer 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.