The Friesen Group is an advisory team within GMP Private Client, the complete wealth management solution for the affluent. The Friesen Group concentrates on bringing clarity and simplicity to your complex financial life, and having everything you need in one place. It is about having “your own Family CFO”! This is the ideal destination for high-net-worth individuals and families who want a complete wealth management plan. It is a fee based offering, founded on objectivity, accountability and best-in-class solutions.

The Chief Financial Officer (CFO) of a company is the person primarily responsible for financial planning and record-keeping. In recent years, however, the role has expanded to encompass communicating financial performance and forecasts to the analyst community (Webster’s Dictionary).

In our role we consider our clients the CEO of their affairs. Our goal as the “Family CFO” is to coordinate all aspects of their financial affairs with outside professionals. We are responsible for the overall diligence on our clients’ investment accounts and treat our fiduciary duty with the highest respect. We report our findings and have the client make the ultimate decision. This way the client is not left in the middle to make all the decisions with each respective professional. The collaboration of these professionals will only serve to maximize every aspect of our client’s affairs.

For generations, wealthy families such as the Rockefellers and the Fords have employed a family office model – a dedicated team of professionals, including financial advisors, lawyers and accountants, working together to handle all of their complex business, philanthropic and personal affairs. Recently, multi-family offices have emerged to provide multiple high net worth individuals and families access to the integrated, interdisciplinary services and benefits of a traditional family office, but with greater efficiency, scope and affordability.