MyOwnCFO brings a sense of calm and control to your personal financial affairs through our dedication and commitment to reducing the Life Friction™ of your success.
YOUR OWN CFO
At MyOwnCFO, we are expert-generalists, meaning that we have the ability, education and experience to help solve a multitude of problems. We recognize the unique needs of high net worth individuals in the Alberta marketplace and have been providing family office services to Albertans for over 8 years.
PRIVACY AND CONFIDENTIALITY
Protecting your privacy and maintaining confidentiality of all personal information is fundamental to the way we do business. We have thorough security standards to protect our systems and our client's information against unauthorized access and use. Information is only disclosed to third parties with the direction and permission of our clients to do so.
Our President is a CPA, CA who has worked for a variety of public and private companies, has sat on several public and private for profit boards as well as non-profit boards, and has personal experience with the management of family wealth. In addition to his accreditation as a professional accountant, he also holds the ICD.D and FEA designations which helps provide an exclusive breadth of knowledge, skills, and contacts.