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Wealth Creation

Wealth Creation

Working to together to construct and implement your investment portfolio.

Wealth Management

Wealth Management

Protection against financial risk, plus advanced investment vehicles.

Wealth Preservation

Wealth Preservation

Representing many of Canada's Top Rated Insurance Companies we can customize what is best for you.

Business Solutions

Business Solutions

Mitigating risk for business owners. Employee retirement and benefits.

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PROFILE

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:

  • Licensed to arrange mortgages
  • Licensed to advise on Mutual Funds

To help you achieve your goals, Canfin Financial Group 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 Financial Group's clients will always experience our "qualified approach to wealth creation, wealth preservation, wealth distribution and management!"

As a member of Canfin Financial Group, 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."

 

  • Licensed to advise on Mutual Funds