Our Services Overview
Through three distinct business segments but inter-related services, Canfin Financial Group is able to offer comprehensive and integrated financial planning solutions to Businesses and their Employees, Professionals and Individuals. The segments are:
- Wealth Creation Segment - offers Investment Management solutions.
- Wealth Preservation Segment - offers Risk Management including various assortments of Life Insurance, Disability and Critical Illness Insurance, Long term care and supplemental health insurance packages, Auto, Home and business insurance services.
- Wealth Distribution and Management - offers various Planning and Advisory Services strategies to manage and distribute wealth especially in the most tax efficient manner. Whether the distribution of wealth is for retirement funding, education funding, succession and estate planning or any other reason, maximum transfer value is only possible by minimizing or eliminating taxes completely.
Compensation Options for Professional Financial Planning Services
Your Dreams are unique ……so shouldn’t you have choices in selecting and paying your advisor?
Everyone's dreams, needs and financial situations are different. The level of financial planning services and related products you may need from Canfin Financial Group will also be unique and will have a direct bearing on the fees you pay. But, here is the good news… talk to us for free.
Your initial meeting is complimentary
Your initial consultation with a Canfin financial advisor is at no cost or obligation to you. Although the initial consultationwill not include a written plan or recommendations, the advisor will answer your questions about initial and ongoing costs and fees and let you know what you can expect to receive. The options are clear, flexible and affordable asexplained below. Being informed, you are free to choose!
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