The firm

Your Private CFO Family Office,

is a financial services office established in the National Capital Region (Ottawa- Gatineau) and advising clients nationwide since 1990.

Our goal is to provide tailored solutions to meet your needs, such as our financial planning options and our exclusive tax-efficient wealth management systems.

Whether you are an entrepreneur, a professional, an agricultural entrepreneur, a retired person or the person responsible to manage family assets, our role is to develop an investment strategy that will reduce your taxes, grow your financial assets and even preserve and/or enhance the value of your estate for future generations.

With our turnkey Family Office 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 funds portfolio managers are carefully selected and assigned to you according to your specific needs.

A Major Partner at Your Service

Your Private CFO® is part of the iA Private Wealth network, one of the country’s leading wealth management firms. With our affiliation, we have direct access to the unique knowledge of iAPW’s array of professionals with regards to investments (titles, fixed income products, investment funds) and economics. We can therefore extend this advantage to our clients in the form of reports, conference calls and webcasts.

Your relationship with IA Private Wealth is mutually beneficial. As our service offering is more stable and flexible—in addition to benefiting from our team’s in-depth knowledge—our clients can take advantage of the vast resources available from our dealer, iA Private Wealth Inc. (iAPW).

Long-term Relationships Built on Trust

Developing a close relationship with our clients enables us to successful contribute to their financial future. It is for this reason that today, our clients recommend us wholeheartedly to their children and grandchildren. For the past thirty years, we have been developing this type of relationship with our clients; a relationship founded on trust.

Developing Unique Strategies Just for You

Even though our resources are numerous, our firm ensures that each client is taken care of individually. With each client, we create a personalized wealth management strategy that takes into account their vision, their needs, their objectives and their challenges. The strategies we develop are unique, taking into consideration every small detail and allowing us to anticipate changes brought about by major life stages events.

Because Canada represents only 3% of the global economy, by solely observing Canadian options, 97% of available opportunities are oversighted. That is why we work with mutual funds portfolio managers around the world. Our investment strategies are similar to those of the Ontario Teachers’ Pension Plan, which is among the most famous in the world. Managing risk in a portfolio is vital to our team.

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. *

 

(Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.)