Not all financial advice is helpful. If it isn’t objective, or you can’t put it to use, it’s no good. Canadian Family Futures appoints a CFFO – Chief Family Financial Officer – who functions much like a CFO of a corporation, providing global oversight in all aspects of the family’s wealth and financial governance.

To oversee your financial affairs, Canadian Family Futures creates a detailed Service Plan based on the carefully-articulated values and beliefs of the Family. We invest 30 to 40 hours of time getting to know the family before we move into a permanent relationship. No two families have the same needs — our solutions are tailored for your family’s unique situation.

Your CFFO works with you to discover and create those solutions. With a good CFFO, there are no surprises. You’ll be kept apprised with a detailed Service Plan, outlining what must and will be done over the upcoming year, quarter by quarter.

Your family’s CFFO marries their technical expertise with a professional passion for dealing with the very human side of life and money and is an invaluable resource whose sole purpose is to promote financial harmony now and through the generations to come.

Your family’s CFFO secures your family’s legacy.