Positive reviews for Your Private CFO Family Wealth highlight the exceptional service provided by the team, with clients praising the tailored solutions offered in wealth management and financial planning. Customers appreciate the collaborative approach with outside professionals, allowing for comprehensive management of family patrimony, business transfer, and investments. The detailed communication and professional advice provided by the team have resulted in above-average returns for clients, making them highly recommended among friends and family. Established in Ottawa-Gatineau in 1990, Your Private CFO Family Wealth has been advising clients across the country for over 30 years. The firm offers a turnkey approach to wealth management and financial planning, catering to a range of clients including entrepreneurs, professionals, agriculture entrepreneurs, retirees, and family asset managers. Each client receives an investment strategy customized to reduce taxes and grow their wealth, with a portfolio manager assigned according to individual needs. Your Private CFO Family Wealth's specialty lies in creating tailored solutions for their clients, helping them achieve their financial goals through personalized wealth management and financial planning services. With a focus on collaboration with outside professionals, the firm offers comprehensive solutions for managing family patrimony, business transfer, and investments. Clients can expect detailed communication, honest advice, and a professional approach to meeting their needs and expectations.