As a member of Canfin Financial Group, I have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.
I am licensed to offer the following services:
To help you achieve your goals, Canfin Wealth Management only associates with financial planners, advisors and other professionals and service providers who are committed to life-long learning and professional development. All of Canfin Wealth Management's clients will always experience our "qualified approach to wealth creation, wealth preservation, wealth distribution and management!"
As a member of Canfin Wealth Management, I am committed to these Core Values which cover these 5 principles:
1. Consistent application of our qualified approach to wealth creation, preservation, distribution and management.
2. Excellence in client service,
3. Comprehensive services through a closely linked group of expert service providers,
4. Remain Independently owned and operated, and
5. 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.
Mission Statement: "To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products and outstanding service."