| As with anything in life, EXPERIENCE
AND PROFESSIONALISM make a difference.
The financial service industry in Canada has grown by leaps
and bounds over the past decade. As more products and services
become available to the Canadian investor, so too does the
level of knowledge required by the financial services professional.
Take a moment to think - does your current financial advisor,
broker or bank have the level of expertise and knowledge necessary
to help you achieve and maintain financial security.
We believe knowledge, trust and
integrity are key. We put our belief in action by requiring
all our respective financial advisors to enroll in and complete the rigorous
Certified Financial Planner (CFP) program. But this is just
a minimum standard - they must also distinguish themselves
by demonstrating their proficiency in practice methods, ethics
and practical knowledge of the financial planning discipline.
Our commitment to providing you with this "qualified
approach" to wealth creation and management is unique
in our industry, yet one we are sure you will agree is crucial
for your continued financial success.
Our INDEPENDENCE ensures you
benefit from those solutions that are best for you.
The Members of Canfin Financial Group are not financial institutions, nor
do we represent any single trust company, bank, life insurance
company or mutual fund company. Each of us are in an independent Ontario
- based corporation. Since your needs will be different from
that of our many other clients, we work closely with a number
of financial services suppliers to choose only those products
and services that will best meet your needs and objectives.
We offer the BROADEST RANGE OF SOLUTIONS
to meet your needs.
The Members of Canfin Financial Group, provide "solutions",
not just products or services. Our unique combination of the
best qualified financial advisors, the widest selection of
financial products and alliances with in-house and on-call
professionals means we can cater to all your financial services
needs.
These solutions cover all stages of the financial needs cycle
including: Savings and Investments, Wealth Management for
both individuals and businesses, Tax Planning, Estate Planning,
Management Services, and Employee Retirement Packages and
Benefits, to name a few. General Insurance, Commercial Funding,
Mortgages and Loans may also be handled through referral to
our network of experts in these areas.

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