Our team is able to be of service to you in French and/ or English.
What languages does Your Private CFO Family Wealth service in?
I don’t live in Ontario… can Your Private CFO Family Wealth still be my wealth advisor?
Our services are available on request to serve you across Canada.
Who is your dealer?
iA Private Wealth Inc. is our dealer. To learn more… https://iaprivatewealth.ca/home
Are your services “Commission-Based”?
No, we follow a Fee-Based structure based on the value of our services and percentage of assets managed.