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Your Private CFO Family Wealth/ IA PrivateWealthFinancial advisor in Ottawa, ON

Your Private CFO Family Wealth/ IA PrivateWealth is a financial advisor at 343 Preston St 11th Floor, Ottawa, ON K1S 1N4, ranked #4 of 10 stockbrokers in Ottawa and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Ottawa, ONUpdated 0 paid placements in any rankingHow we rank

Call (613) 319-6545Website ↗

Key facts

Key facts about Your Private CFO Family Wealth/ IA PrivateWealth
Address343 Preston St 11th Floor, Ottawa, ON K1S 1N4Get directions
Phone(613) 319-6545
Websiteyourprivatecfo.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Ottawa and 5 towns within 40 km: Vanier, Nepean, Queenswood Heights, Kanata and Clarence-Rockland.

Based in Ottawa, ONView on map

Opening hours

Opening hours for Your Private CFO Family Wealth/ IA PrivateWealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Your Private CFO Family Wealth/ IA PrivateWealth

How is Your Private CFO Family Wealth/ IA PrivateWealth ranked in Ottawa?

Your Private CFO Family Wealth/ IA PrivateWealth is ranked #4 of 10 stockbrokers in Ottawa by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Your Private CFO Family Wealth/ IA PrivateWealth’s hours?

Your Private CFO Family Wealth/ IA PrivateWealth is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Your Private CFO Family Wealth/ IA PrivateWealth serve?

Serves Ottawa and 5 towns within 40 km: Vanier, Nepean, Queenswood Heights, Kanata and Clarence-Rockland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Your Private CFO Family Wealth/ IA PrivateWealth?

Your Private CFO Family Wealth/ IA PrivateWealth has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Your Private CFO Family Wealth/ IA PrivateWealth?

Call Your Private CFO Family Wealth/ IA PrivateWealth on (613) 319-6545. The business is at 343 Preston St 11th Floor, Ottawa, ON K1S 1N4. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Your Private CFO Family Wealth/ IA PrivateWealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Your Private CFO Family Wealth/ IA PrivateWealth (this business)—665.0 (6)NoNo
Argosy Securities Inc#2694.2 (5)NoNo1.7 km
Ottawa Preston of RBC Dominion Securities Inc.#3675.0 (3)NoNo0.1 km
Edward Jones - Financial Advisor: Danny Letourneau#5643.4 (5)NoNo7.2 km

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