What we are all about
As a member of CANFIN FINANCIAL GROUP we provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.
We offer Comprehensive Solutions
Creating wealth, distributing wealth, managing and preserving wealth cannot be done in isolation. A full 360-degree perspective is required to ensure that success in one area does not conflict with another. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth, there are no easy answers, and may involve other highly skilled individuals to work collaboratively with us to develop custom tailored solutions based on the unique circumstances of our clients.
To help you achieve your goals, we will only associate with financial planners, advisors and other professionals and service providers who are committed to lifelong learning and professional development. All of our clients will always experience our qualified approach to wealth creation, wealth preservation, wealth distribution and management!
"To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products and outstanding service."
We stand firmly on 5 principles
- Consistent application of our qualified approach to wealth creation, preservation, distribution and management.
- Excellence in client service,
- Comprehensive services through a closely linked group of expert service providers,
- Remain Independently owned and operated, and
- Committed to being good corporate citizens by adhering to the triple bottom line: sustainable business, environmentally friendly business and ethical business operations to make stakeholders proud to associate with us.
Establish CANFIN FINANCIAL GROUP as the premier group of financial planning organizations in Canada by remaining relentlessly committed to our mission statement and core values.