Weatlh Builder – Fall 2022
8 November 2022
Your Senior Wealth Advisor, Paul Drouin, presents the fall edition of the newsletter: Wealth Builder
Click here - Fall Edition
Financial solutions
Your Private CFO,
An Experienced Team
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 solutions tailored to their needs, thus encouraging investment diversification and financial prudence.
News
What a Wild Ride!
16 March 2021
Most of us have never seen such an unprecedented year as that of 2020. However, our clients have managed to receive remarkable returns because our focus is on global investments. Since only three...
The challenge of self-employed workers: managing savings
19 August 2020
Working for yourself gives you freedom and different advantages, but it also requires a lot of organization regarding your savings and your retirement.
As a self-employed worker, you wonder about...
