The 20/20 Vision Strategy ®
Unitax Portfolio Solution ®
Direct Wealth Program ®
Family Wealth: Our Turnkey Financial Solutions
If you are an entrepreneur, an agricultural entrepreneur, a professional or a retired person with a portfolio of a million or more and want to grow or preserve your assets, then Your Private CFO® is the team for you.
The experience that our team has acquired over the past thirty years—in advising and serving unique clients such as you—has enabled us to develop and create a range of services tailored in accordance with the various cycles in their financial lives.
With our turnkey Family Wealth Inc. approach, our seasoned team collaborates with external professionals, thus allowing us to manage all aspects of the family patrimony and business transfer, notably with regards to investment, succession and retirement planning. Our mutual fund portfolio managers are carefully selected and assigned to our clients according to each client’s specific needs.