As with anything in life, experience and professionalism make a difference.
The financial service industry in Canada has grown by leaps and bounds over the past decade. As more products and services become available to the Canadian investor, so too does the level of knowledge required by the financial services professional. Take a moment to think - does your current financial advisor, broker or bank have the level of expertise and knowledge necessary to help you achieve and maintain financial security?
We believe knowledge, trust and integrity are key. We put our belief in action by requiring all our respective financial advisors to enroll in and complete the rigorous Certified Financial Planner (CFP) program. But this is just a minimum standard - they must also distinguish themselves by demonstrating their proficiency in practice methods, ethics and practical knowledge of the financial planning discipline.
Our commitment to providing you with this "qualified approach" to wealth creation and management is unique in our industry, yet one we are sure you will agree is crucial for your continued financial success.
Our independence ensures you benefit from those solutions that are best for you.
The Members of CANFIN FINANCIAL GROUP are not financial institutions, nor do they represent any single trust company, bank, life insurance company or mutual fund company. Each of them are in an independent corporation. Since each client’s needs is different from that of other clients, we work closely with a number of financial services suppliers to choose only those products and services that will best meet clients’ needs and objectives.
We offer the broadest range of solutions to meet your needs.
The Members of CANFIN FINANCIAL GROUP, provide "solutions", not just products or services. Our unique combination of the best qualified financial advisors, the widest selection of financial products and alliances with in-house and on-call professionals means we can cater to all your financial services needs.
These solutions cover all stages of the financial needs cycle including: Savings and Investments, Wealth Management for both individuals and businesses, Tax Planning, Estate Planning, Management Services, and Employee Retirement Packages and Benefits, to name a few. General Insurance, Commercial Funding, Mortgages and Loans may also be handled through referral to our network of experts in these areas.