Why CANFIN WEALTH MANAGEMENT

As a member of CANFIN WEALTH MANAGEMENT, we provide comprehensive and integrated wealth management services to businesses and their employees, professionals, and individuals.

We offer Comprehensive Solutions

Creating, distributing, managing, and preserving wealth cannot be done in isolation. A complete 360-degree perspective is required to ensure that success in one area does not conflict with another. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth, there are no easy answers, and we may involve other highly skilled individuals to work collaboratively with us to develop custom-tailored solutions based on the unique circumstances of our clients.

To help you achieve your goals, we will only associate with financial planners, advisors, other professionals, and service providers committed to lifelong learning and professional development. Our clients will always experience our qualified approach to wealth creation, preservation, distribution, and management!

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 five 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, environmentally friendly, and ethical business operations to make stakeholders proud to associate with us.

Vision

Our focus is to establish CANFIN Wealth Management as Canada's premier group of financial planning organizations by remaining relentlessly committed to our mission statement and core values.