YOUR PRIVATE CFO

With our turn-key Family Office approach, we help coordinate the activities of other external professionals responsible for your affairs, such as your notary, lawyer, accountant or tax advisor. All our services are billed according to a pricing basis. We do not receive any commission on the investments we make on behalf of our clients. The strategies we develop are strictly based on the needs of our clients and not on the financial product commissions we can offer, as opposed to many other financial firms' billing services. Under our management, our fees as well as those of our managers, decrease when your asset values increase. *... Your Private CFO® is a financial services office established in the National Capital Region (Ottawa-Gatineau) since 1990. Our team's common goal is to develop close relationships with our entrepreneurial, professional, agricultural and retired clients. While offering a turnkey approach like Family Office, we provide our clients with customized financial..

Primary location: Ottawa