Individual & Family Wealth Services

Wealth Preservation Services

• Travel Health Insurance
• Supplementary Health
• Disability Income Plans
• Life Insurance
• Mortgage Protection Plans
• Individual Health, Dental, and Prescription Plans
• Substandard/Rated Programs
• Home Owners and Auto Insurance

CANFIN Magellan Services - Savings and Investment

• Segregated Funds/Annuities
• Mutual Funds
• Principal Protected Notes
• RRSPs/RRIFs/LIFs/RESPs
• GICs/Term Deposits
• Self-Direct RRSPs
• Labour Sponsored Funds

Wealth Management Products and Services

• Cash Flow and Budgeting
• Credit Counselling
• Debt Management and Analysis

Tax Management

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

Estate Management

• Estate Planning Strategies
• Estate Settlement

CANFIN Mortgage and Equity

• Competitive Rates
• Selection - variable rate to 10 yrs.
• Cashback
• Service Commitment - quick approval
• New Immigrant Credit
• Self-Employment Approvals
• Pre-Approvals
• Personal & Commercial Refinancing

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