Products Offered

 

yourCFO Advisory Group Inc.

 

yourCFO Wealth Management Inc.

 

  • Cash & Margin Accounts

  • Self-Directed Registered Accounts
    - RRSPs
    - RRIFs
    - RESPs
    - LIRAs
    - LIFs

  • Financial Planning

  • Internally & Externally Managed Accounts

  • Equities
    - Common Stock, Preferred Shares, Exchange Traded Funds, Capital Pool Companies, Canadian Controlled Private Corporations

  • Bonds
    - Government, Corporate, Municipal, Strips, OSB/CSB

  • Money Market Instruments
    - T-Bills, Banker's Acceptances, GICs

  • Mutual Funds

  • Structured Products
    - Equity Index Linked Notes, Principal Protected Notes

   
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Long-term Care Insurance
  • Segregated Funds
  • Guaranteed Income Funds
    - Guaranteed Minimum Withdrawal Benefits
  • Annuities
    - Deferred Annuities
    - Defined Annuities
  • Group Benefits
  • Individual Health & Dental Plans

 

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