There is an excellent chance that you will be able to benefit from the services of Your  Private CFO® if you are

  • A successful entrepreneur or affluent individual with minimum investable assets of $1,000,000 or more
  • Too busy with your professional responsibilities and other commitments to give your portfolio the on-going attention it deserves
  • Unsure about your own personal investing skills in today’s complex, fast-changing economy
  • Ready to benefit from the advice of a trusted specialist who provides a full range of fee-based services
  • Interested in turning the organization and oversight of your financial affairs over to an experienced, dedicated professional who has the backing of one of Canada’s largest financial services institutions
  • In need of strategic financial advice that helps minimize your tax obligation
  • Concerned about preserving wealth for your heirs
  • Searching for an advisor who will oversee the consolidation of all your investments and help coordinate the efforts of your other designated legal, tax, and estate planning professionals
  • Anticipating the future sale of a business—with minimal tax implications—so you can enjoy a well-deserved retirement