Book A Meeting

You now have the option of meeting online

There are a number of ways that you can develop a Financial Plan with CANFIN. Please select one that best interests you, then fill in the Book a Meeting form.

Select your meeting preference.

Meet with CANFIN Online - VirtualSage™
Request to meet the advisor via your computer in the comfort of your home.

CANFIN Live Meeting
Traditional (in-person) one on one advisor meeting.

Chat Now
Click the chat below if an operator is available.

Note: By filling in this form an advisor will connect with you to schedule a mutual time within 24 hours.

Full name

Phone

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