|
|
At yourCFO, comprehensive financial services are provided via two separate companies: yourCFO Advisory Group Inc. and yourCFO Wealth Management Inc. Through these distinct entities, we act as your advocates through our core values of Independence and Integration. The realization of your dreams and goals is what matters to us.
In the corporate world, the CFO, or Chief Financial Officer, is responsible for successfully overseeing all of a company’s financial matters. We like to think of you as the “Chairman” of your personal wealth and of us as your “CFO”, working hand in hand helping to navigate your journey – a journey requiring ongoing care and calibration as reflected in our parent company’s gyroscope logo.
Your wealth deserves an independent, dedicated team of highly trained professionals to provide an integrated wealth management platform. yourCFO understands the unique needs of both individual clients and successful small business owners. Our team works to provide comprehensive wealth management advice with due consideration to the elements of taxation, market-related forces, and undue speculation.
Through this process, Fabien Ouellette, Branch Manager and Senior Financial Advisor with the Kanata branch of yourCFO Advisory Group has built and maintained a loyal client base of individuals, families and small business owners, resulting in personal referrals being his primary source of business.
You created your wealth using your unique abilities, now let Fabien help navigate your financial journey allowing you to enjoy the more important things in life!
|
|
