Our Services
yourCFO believes that a
successful investment strategy must allow for diversification,
preservation of capital, strong return potential and peace of
mind during volatile times. In order to achieve this,
yourCFO utilizes a variety of investment programs and
services tailored to meet your individual needs. We view wealth
management as a way to integrate your investment strategy with other
relevant areas such as estate and tax planning, retirement planning, and
insurance analysis. We focus on managing your wealth, but we place your
best interest above all else.
Financial Planning
yourCFO Financial Advisors take the time to completely
understand each client in terms of his or her objectives and
circumstances. Your Financial Advisor will follow yourCFO's yourPATH, and will provide to you
an Investment Policy Statement outlining the method by which
your portfolio will be tailored to reach your goals, given
your risk tolerance and time horizon. yourCFO offers a full range of products and services including mutual
funds, stocks, bonds, retirement savings plans and registered
education savings plans to help you meet your goals. Your
Financial Advisor will review
your portfolio on a regular basis, and rebalance your asset
mix as required.
Estate Planning
Estate planning is the process of arranging your assets and
personal affairs in a way that serves you and your family
best in the future. It's an important activity to undertake
for anyone with assets, whether you are retired or just beginning
your career.
A well-designed estate plan ensures, in the event of your
death or mental incapacity, that your affairs are settled
in a timely, orderly and tax-effective manner - according
to your wishes. It also helps ensure your family is looked
after and can manage financially. Far too many people dedicate
their working lives to building their financial wealth, but
not on strategies to protect and preserve it. The results
can be devastating to your family and your business.
With the help of your yourCFO
Financial Advisor, and other legal and tax professionals as
required, we will review all of the components of a proper
estate plan with you:
1 - Will preparation and amendments
2 - insurance needs
3 - selecting a guardian for any minor children
4 - choosing an executor to administer your
estate
5 - signing a power of attorney
6 - tax minimization
7 - charitable donations
Insurance Strategies
yourCFO Wealth Management Inc. can
help you plan for your future and the future of those you
care about. We consider insurance integral to protecting the
financial health of you and your family. With a service oriented,
knowledgeable team of individuals, yourCFO
Wealth Management Inc. is ideally positioned to assist
you with all of your insurance and financial planning needs.
1. Insurance Protected Investing
Our insurance professionals can help you accumulate wealth,
invest intelligently and provide you with income both now
and in the future, all under the protection of Canada's leading
insurance companies.
2. Business Owners
There are ways to protect all of the hard work you have invested
in your business. Whether you are a sole proprietor, in a
partnership or the owner / major shareholder of a corporation,
we can help ensure that your business has the resources to
continue when health issues arise.
3. Personal Insurance
All of us want to make certain that our families and those
we care about are protected, even if we are no longer able
to provide for them. Our advisors engage Canada's leading
insurance providers to help you make this possible.
4. Planned Giving
Our advisors can help you plan how you would like to benefit
those charitable organizations that are important to you.
Insurance Products
Individual Insurance Products:
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Term life insurance
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Permanent life insurance
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Creditor proof instruments
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Tax-sheltered investments
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Critical illness protection
Corporate Financial Protection:
Disabilities:
