WHO IS YOUR PRIVATE CFO®

More than 25 years of experience

• Canadian Securities Course
• Certified Financial Planner® Professional
• Professionnal Financial Planning Course (PFPC)
• Advanced Investment Advice
• Strategic Coach Masters Program
• Level II Insurance License
• Conduct and Practices Handbook Course

Active in many business and civic organizations in the past (including Le Regroupement des Gens d’Affaires, Canadian Association of Family Enterprise, Greater Ottawa Chamber of Commerce, Kiwanis Club, director of the Ottawa Symphony Orchestra, Ottawa Executive Association, Association de la Construction du Québec and the Chambre de Commerce de l’Outaouais, and section chair for the Ottawa United Way fundraising committee), present, Royal Ottawa Mental Health Centre,

KEY SERVICES

We specialize in attending to every detail and ensuring that your roadmap to wealth will keep you on course as your needs change. In addition, we help coordinate the activities of your other professional advisors, including tax accountants, estate lawyers, or real estate agents. All work is performed on a fee—not commission—basis, following an investment strategy that favours diversified growth and minimization of risk.