Profile of Jim Armiento, FCSI
Branch Manager and Financial Advisor
Jim Armiento has been an investment advisor for over 25 years. Jim began his career in the Ottawa office of a major Canadian brokerage firm and then went on to manage the Ottawa branch of one of the world’s largest and most prestigious firms. Jim holds an honours Bachelor of Arts degree (Economics) from Carleton University.

He has received numerous designations in the investment industry including Certified Investment Manager (CIM) and Fellow of Canadian Securities Industry (FCSI). Jim also holds an insurance license enabling him to include insurance related products into a comprehensive wealth management plan. We endeavour to articulate a comprehensive view of wealth management. Our purpose is to preserve capital in line with each of our client's growth goals.

Profile of Anastasia Koreck
Investment Associate
Anastasia Koreck has been in the Investment Industry since 1989 and has successfully completed her Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH). Anastasia’s attention to detail and administrative experience compliments the professionalism of Jim Armiento. Anastasia’s primary responsibility is to service clients and ensure their peace of mind.

Trust, honesty and hard work are values that Anastasia displays, both in her career and her personal life. Her commitment to team work has come to be respected and acknowledged by her industry peers and community.

Profile of Ramona Doddridge
Office Manager
Ramona Doddridge's primary responsibility is to ensure the smooth operation of our clients' needs and office administration.

Ramona's professional, honest and hard-working ethics complement our team's approach to service and care for our clients. Her commitment to our clients and her community makes her a valued asset to our team.

Our team is deeply committed to providing our clients with exemplary service.

Frequently Asked Questions:


1. Who is yourCFO?

yourCFO Advisory Group is a member of the Investment Industry Regulatory Organization of Canada (IIROC), and all client accounts are held by our IIROC Carrying Brokers TD Waterhouse Canada Inc. or MRS Securities Services Inc. (MRSSSI). yourCFO's back office relationship with TDWIS and MRSSSI, a firm controlled by Power Financial, provides your clients with all the security they need with respect to the transfer and custody of their assets.

2. How secure are my investments at yourCFO?

The safety and protection of your investments are of the utmost importance. yourCFO Advisory Group (yourCFO) and our Carrying Brokers MRS Securities Services Inc. (MRSSSI) and TD Waterhouse Canada Inc. are all member firms of the Canadian Investor Protection Fund (CIPF www.cipf.ca).

CIPF is sponsored by the Investment Industry Regulatory Organization of Canada (IIROC www.iiroc.ca) and provides clients of member firms with asset protection of up to $1 million in the case of a member firm’s insolvency.
According to CIPF, even if your assets exceed $1 million, it is unlikely that you will suffer a loss as industry regulations require all yourCFO client securities be held by our carriers TDW and MRSSSI in acceptable locations, like the CDS Clearing and Depository Services Inc., or in the case of mutual funds, in book-based systems, increasing the likelihood all securities will be available to be returned to you if yourCFO became insolvent.

3. How independent will the advice be from my Advisor at yourCFO?

At yourCFO, we do not create any investment products, so your advisor won't be subject to any influence to sell in-house proprietary products that may not be in your best interest. At other firms, there may be conflicting interests where they create their own investment products and provide advisory services. You may end up owning proprietary products in your portfolio, which aren't the best for your circumstances. At yourCFO, your advisor has the opportunity to help invest your wealth on a truly independent, bias-free basis, while not compromising on the breadth of products available. [more]

Advisors at yourCFO do not own any equity in the firm and yourCFO does not 'own' their book of business. Our Agents have the most independent relationship possible, to provide you with truly unbiased investment advice.

4. What makes yourCFO unique?

At yourCFO, our mandate is to provide clients with the integrated, independent and professional advice they deserve in all aspects of wealth management. This high level of advice is supported by an equally high level of personalized service and expertise that will assist you in achieving your financial goals. Your yourCFO advisor may provide you with a customized portfolio strategy based on your goals and objectives. We call this yourPATH, a personalized, comprehensive plan developed to help you navigate a financial course that is unique to you. [more]

In the corporate world, the CFO, or Chief Financial Officer, is responsible for all of a company’s financial matters. We would like you to think of yourself 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 company’s Gyroscope.


If you have any questions please call us or click above on "more info please" to send me an email.