What is the Personal CFO Model for Wealth Management

Have you ever heard of the Personal CFO model for wealth management? In this video, learn how we implement a Personal CFO model to help you manage "You Inc."

Accureta Wealth Management™, iA Private Wealth

Learn more at https://accuretawealth.com/

Disclaimer: This information has been prepared by Naveen Kumar, CFA®, CFP® who is a Wealth Advisor for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Wealth Advisor can open accounts only in the provinces in which they are registered.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.