Category Archives: Notices to Clients

Every Monday on this blog I will be writing a brief review of significant events in the markets the previous week, and giving you my impressions and insights regarding what happened, what it could mean, and what to watch out for. Today, this … Continue reading →

We’re very excited here at the office today because we’ve just posted – by ourseleves(!) – our first newsletter on our new website and mailed out the notices of the posting to our clients. We had the newsletter template professionally designed and … Continue reading →

Clients no longer have to go to our Head Office website to access their account online – they can now do so from our new yourCFO Ottawa office website. There are two ways to log in to your account. One … Continue reading →

On Tuesday June 8, 2010, after months of planning, building and testing, we were pleased to launch our new company website and we invited our clients to come for a visit and send us their feedback. We’re pretty excited about this … Continue reading →

We’re experimenting with different tools for building an online Learning Centre for our website and one of the things we’re looking at using are online quizzes. Quizzes can be a great learning tool because they can be informative, but also interesting and fun.We … Continue reading →

Greetings from Ottawa! Hi, this is Jim. After 25 years in the investment and financial advisory industry in Ottawa, and at the age of 50, I’ve jumped with both feet into the world of social networking! Who says you can’t teach an old … Continue reading →