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Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.



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680 Rexdale Blvd.
Suite 26
Toronto ON M9W 0B5

Phone: (905) 829-0020
Toll free: 1-877-4 CANFIN (2263)