| Canfin Magellan Investments Inc. recognizes
that different investors have different investment needs and
objectives, We also recognizes that while you want to grow your
investments, you may not have the time or perhaps the expertise
to do it on your own. This is where your Canfin Magellan
Investment Inc. Advisor comes in. At Canfin, we offer “a
qualified approach to wealth creation”, this means that
we will:
- Listen to you and understand your needs.
- After a thorough understanding of your Investment Goals,
we will develop a personalized strategy taking into account
your age, time horizon, risk comfort level, and investment
suitability.
- We will then present our strategy to you, and together
we will construct and implement your investment portfolio.
- Once implemented, your investment portfolio will be monitored
regularly and adjustments (if needed) will be communicated
to you and authorized by you to ensure that you are on track
and on schedule to meet your goals.
- As a additional service we will provide full Financial
Planning for all stages of your life.
Most importantly we offer you several options to monitor
your investment yourself to see how we are doing. You can
choose to receive your statements Annually, semi-annually,
quarterly, monthly, or daily (over Canfin Magellan Investments Inc. Web Portal Site).
Canfin Magellan Investments Inc. is an independent
distributor of mutual funds and GIC's.
Here are some quick facts about us:
We offer Multi-Manager Investment programs, Asset Allocation
Programs, Monthly Savings Plans, and Systematic Withdrawal
Plans.
You control the payment options on how we get compensated:
Competitive No Load options, Deferred Sales Commissions, or
Front End Load options.
For more information on how you can put us to work for you,
or to obtain a second opinion on your current investments
you can contact us at mutualfunds@canfin.com
or call us at 1-877-4CANFIN
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