Optimize your plan
Meet with CANFIN
Maximize your wealth
With CANFIN’s Qualified Approach
Desired results are not an accident; they are deliberately planned and carefully executed. Wealth creation, management, preservation and distribution should be treated in the same way. Our approach in this area is composed of the following five tasks:
- Clarifying your present situation
- Identifying your goals, objectives, financial challenges, and opportunities
- Providing written recommendations and solutions for your needs
- Coordinating and implementing your plan
- Providing constant monitoring and scheduled periodic review of your plan to make adjustments if necessary
CANFIN Magellan Investments Inc.
Wealth Portfolios by Design
CANFIN Magellan Investments Inc. recognizes that different investors have different investment needs and objectives. We also recognize that while you want to grow your investments, you may not have the time or perhaps the expertise to do it on your own.
CANFIN Management Inc.
Wealth Distribution and Management
Management Consulting with Tax and Estate Management, for businesses and individuals. We offer 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.
CANFIN Capital Group Inc.
Risk and Estate Management
CANFIN Capital Group Inc. through its licensed and professionally trained insurance representatives provides independent insurance risk analysis with services for all your personal estate planning, and transfer of inter-generational wealth. Cover your business needs such as: debt liquidation, succession planning, and buy sell agreement funding.
CANFIN Mortgage & Equity Inc.
Residential and Commercial Mortgages
At CANFIN Mortgage & Equity Inc. our Mortgage Agents provide the choice of many lenders and mortgage products plus the convenience of anytime, anywhere service; all at no cost on approval of credit.
CANFIN Realty Services Inc.
Exceptional Real Estate Services
At CANFIN Realty Services Inc. we uphold an ongoing commitment to providing an elevated level of personal service. Our clients come first, and as a result, they are able to achieve more than they ever dreamed with their real estate investment.
Because we expect more from our associates, you can expect more from us when it comes to the important sale or purchase of your property. When it comes to your next move, we want you to experience the difference exceptional real estate service can make.
CANFIN Private Wealth Inc.
Wealth management solutions for affluent and institutional investors
Starting with the Accumulation and Growth phase, to
The Protection and Preservation phase, leading to
The Maximization and Optimization phase, and finally
The Transition and Succession of wealth phase.
We are committed to delivering significant value to our clientele in their wealth building journey, regardless of what stage they are presently at!
Wealth creation for your best future.
Implement Wealth Creation
Retirement Income Planning
Select Appropriate Portfolio
Estate and Tax Planning
Manage Your Portfolio
Mortgage and Equity Planning
CANFIN Over 25 Years of Experience
Maximize Your Opportunities
Canadian families and businesses entrust their assets and financial security to CANFIN financial planners. As one of Canada’s most trusted independent financial planning organizations our experience is legendary. Certified Financial Planners, Lawyers, Accountants and Estate Planning experts, offer individuals, business owners and professionals the broadest range of financial planning solutions.