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Wealth Management Products and Services for Businesses And Professionals


Wealth Management Products and Services

Business Consultation

  • How to prepare Business Plans and Proposals
  • Ideas on Business Formation,
  • Incorporation and Registration

Business Services Brochure

Wealth Preservation Services

Risk Management

Wealth Management Products for Businesses And Professionals
  • Business Maintenance
  • Buy/Sell Funding
  • Key Person Funding
  • Employee Group Plans
  • Individual Group Insurance
  • Collateral Insurance
  • Split Dollar Insurance
  • Business Insurance

Wealth Creation Services

Employee Retirement Packages and Benefits

  • Registered Pension Plan
  • Individual Pension Plan
  • Group RRSP
  • Corporate Savings & Chequing Accounts
  • Deferred Profit Sharing Plans

Commercial Mortgage

Canfin Mortgage and Equity

  • Competitive Rates | Click Here for Rates
  • Selection - variable rate to 10 yrs.
  • Cash back
  • Service Commitment - quick approval
  • New Immigrant Credit
  • Self Employment Approvals
  • Pre Approvals
  • Personal & Commercial Refinancing

Wealth Management Products and Services


Tax Management

  • Tax Minimization Strategies
  • Income Tax Preparation Services
  • Revenue Canada Audits and Reassessments

Estate Management

  • Estate Planning Strategies
  • Estate Settlement



Market Indices

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