Financial Planning, Investment Planning and Mutual Funds

CANFIN Magellan Investments Inc. recognizes that different investors have different investment needs and objectives. We also recognize 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”, 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 will receive your statements on a quarterly basis as a minimum, though you can review more frequently via our Client Center.

CANFIN Magellan Investments Inc. is an independent distributor of mutual funds, and excellent investment products such as GIC's.

Here are some quick facts about us:

Member of The Mutual Funds Dealer Association of Canada (MFDA)
Member of The Register Deposit Brokers Accociation (RDBA)
Member of The Investment Funds Institute of Canada (IFIC)
Access to over 1600 mutual funds, Labour Sponsored Investment programs, Self-Directed Plans, Guaranteed Investment Certificates (GICs), RRSPs, RRIFS, etc.

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