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Online Meeting - VirtualSage™ - Start Your Plan
New way to connect with your Advisor

COVID-19 Update: CANFIN FINANCIAL GROUP's offices are open for business and we have Tax Filing options available.
Find out what steps we’re taking to continue to serve you safely.

First session with VirtualSage™ is always Free/Complimentary and at no risk to the client in order to understand their specific goals and objectives.

This Fee is a method of compensation where a CFP or RRC professional is paid directly by the client for engaging us in Planning, Advisory and/or Periodic Monitoring capacity of their wealth management affairs.

The nature of the services will always be explicitly expressed in the form of a written Letter of Engagement (LOE) of the Financial Plan, Retirement Plan, etc.

The scope of our work upon which a Fee –For-Service will be established will always follow the steps below:

Component Included in Fee
Collection Yes
Analysis/Synthesis Yes
Narrative Yes
Formulation of Strategies and Recommendations Yes
Implementation of Product/Services
*if mutually agreed by Planner and Client
Yes*
Post-Implementation Periodic Monitoring Services
**at a pre-established monitoring or hourly fee + applicable taxes
Yes**