Canfin Financial Group
- Canfin Financial Group
- 2829 Sherwood Heights Drive Suite 102, Oakville, ON L6J 7R7, Canada
- Corporate Phone:
- (905) 829-0020
- Contact Firm
What we are all about the members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.
Comprehensive because creating wealth, distributing wealth, managing and preserving wealth cannot be done in isolation. A full 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 may involve other highly skilled individuals to work collaboratively with us to develop custom tailored solutions based on the unique circumstances of our clients.
Through three distinct business segments but inter-related services, Canfin Financial Group is able to offer comprehensive and integrated financial planning solutions to Businesses and their Employees, Professionals and Individuals. The segments are:
- Wealth Creation Segment - offers Investment Management solutions.
- Wealth Preservation Segment - offers Risk Management including various assortments of Life Insurance, Disability and Critical Illness Insurance, Long term care and supplemental health insurance packages, Auto, Home and business insurance services.
- Wealth Distribution and Management - offers various Planning and Advisory Services strategies to manage and distribute wealth especially in the most tax efficient manner. Whether the distribution of wealth is for retirement funding, education funding, succession and estate planning or any other reason, maximum transfer value is only possible by minimizing or eliminating taxes completely.