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Wealth Services For The Individual & Family

Wealth Preservation Services

Risk Management

  • 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

Wealth Creation Services

Savings / Investments

Canfin Magellan

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

Wealth Management Products and Services

Canfin Management

Consultation / Cash Management

  • 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

Residential Mortgages

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



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