You’ve reached the website of Where Do I Stand Financial Services, a Toronto, Canada-based company owned and operated by Chris Cupidio, CFA.

The website is currently under development.

The main service that I offer is to track your personal financial affairs so that you and your spouse will always know your Net Worth and will be able to continuously answer the question, ‘Where Do I Stand’?

The main benefits for you are:

1. Staying organized and up-to-date: You and your spouse will always know where you stand financially. I will provide a report to you quarterly (or more frequently if you wish).
   If you are the one in your household that keeps track of the money, all the things that you know you should do (and the things that you’ve always wanted to do) but never quite get around to will now be taken care of in a timely manner.
   If you are not the one that keeps track of the money, you will now know what your Net Worth is, and details about all the household accounts, income, expenses and insurance coverages will be readily available for you.
2. Saving time: Spend more time with your family and doing things you want to do (maybe start that regular exercise, socialize more, spend more time at the cottage) instead of reviewing your bank, investment and credit card statements and trying to work on (or get started on) that financial to-do list.
3. Saving money: Are you paying too much for that cell phone plan or paying service charges at your bank that could be avoided? I will take care of all the analysis and save you money!
4. Ensuring that you have money when you need it: Everything in life is easier with proper planning. I will help you ensure that you have money for what is necessary (bills/ongoing expenses) and what is important to you (vacations, birthdays, Christmas, RRSPs, TFSAs, RESPs, home/cottage maintenance/renos etc.)

My educational background is in accounting (worked at the accounting firm KPMG) and investment research (worked at Morningstar), so I can help clients with accounting, income tax (personal & corporate) and investing issues (on a fee-only basis – I won’t try to sell you anything) as well. I’ve also enjoyed assisting executors with estate accounting and tax returns. Click here to view or download our Product/Service brochure.

The industries of my corporate clients include fund/wealth management, photography, mental health counselling, industrial safety and non-profit.

My personal tax clients include people of all ages and incomes as well as people in a variety of businesses that include film-making, animation, horse breeding/training, public relations consulting, and physical therapy (massage, acupuncture).

Please be assured that all information exchanged with you will be strictly Confidential (see a summary of our Terms and Conditions here). Since Security of your personal information is critical, ‘two factor authentication’ can be used on the website so that you can upload documents securely.

For a free, no obligation discussion of your needs, please contact us.