I am a seasoned wealth management expert who has specialized in serving high net worth individuals since 1990. I hold the CERTIFIED FINANCIAL PLANNER® Professional accreditation and am a member of the HollisWealth advisor network. My firm, Your Private CFO® Family Office provides comprehensive financial solutions for clients throughout Canada.

Our client list includes entrepreneurs, professionals, agri-entrepreneurs, retirees, pre-retirees and high net worth families who seek sound investment strategies designed to minimize risk and deliver dividend growth. Acting as their “private chief financial officer,” I and my team of experienced specialists provide a full range of professional financial management services, including investment and estate and succession planning through our Directed Wealth Program®. We select investment managers and monitor them to make sure that they are always the right fit for our clients.

We work hand in hand with each client to develop a personalized, directed wealth strategy that dovetails with their specific needs, goals, and investment challenges. We implement the strategy, attending to every detail and ensuring that your roadmap to wealth will keep you on course as your needs change. In addition, we can 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.

We pride ourselves on developing and delivering the types of personal financial solutions that allow our clients to feel confident about their financial future. Depending on your wishes, as Your Private CFO® we can also bring together all the other supporting players involved in the money matters that go along with high net worth, including legal and tax advisors.

 

Meet Paul Drouin, Your Private CFO®

More than 25 years of experience

CERTIFIED FINANCIAL PLANNER® Professional

Professional Financial Planning Course (PFP)

Strategic Coach Masters Program

Level II Insurance Licence

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

 

About HollisWealth

Your Private CFO® Family Office is affiliated with HollisWealth, one of the country’s premier wealth advisors. With hundreds of advisors located throughout Canada, HollisWealth, a division of Industrial Alliance Securities Inc. provides diversified investment and wealth management services to individuals, families, corporations, and foundations.

As a HollisWealth member, we are privy to the in-depth research its specialists produce on such topics as investment opportunities (equities, fixed income vehicles, or investment funds) and other general issues related to today’s economy. We make this invaluable information available to our clients in the form of reports, conference calls, and webcasts.

Our relationship with HollisWealth is a “win-win” that enhances the flexibility and stability we offer our clients, who are able to benefit from both our independently formulated advice as well as that produced by the resources of Industrial Alliance Securities Inc.