In the corporate world, the CFO, or Chief Financial Officer, is responsible for 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.
Since our beginning in 2000, our client services have been provided via two companies: yourCFO Advisory Group Inc. and yourCFO Wealth Management Inc.
yourCFO Advisory Group Inc.
yourCFO Advisory Group
is an introducing member of Investment Industry Regulatory Organization of Canada (IIROC), and all client accounts are held by our carrying brokers, IIROC members TD Waterhouse Canada Inc. (TDWIS) and MRS Securities Services Inc. (MRSSSI). yourCFO's back office relationship with TDWIS and MRSSSI, provides your clients with all the security they need with respect to the transfer and custody of their assets. yourCFO Advisory Group, MRSSSI and TDWIS are member firms of the Canadian Investor Protection Fund (CIPF). Customers' accounts are protected for losses arising from the insolvency of a member firm for up to $1,000,000. yourCFO is an independent, full-service investment dealer offering a full range of products and services including mutual funds, stocks, bonds, income trusts, exchange traded funds, retirement savings plans, retirement income fund plans, and registered education savings plans. All investment advice on securities and all financial planning services are provided through yourCFO Advisory Group Inc.
yourCFO Wealth Management Inc.
yourCFO Wealth Management
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. With a service-oriented, 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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