Mission Statement
"To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products and outstanding service."
Core Values
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.
Vision
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.