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Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

 

 

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Steven Miller - CANFIN Financial Group

206 Powell Road
Brantford ON N3T 0E6 CA

Cell: 416-587-4125
Toll free: (877) 422-6346 x 552
Fax: (905) 829-0052

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