Welcome to the CANFIN WEALTH MANAGEMENT website. This website is offered to you on the condition that you accept the terms and conditions set out below as well as any amendments or additional terms, policies, or procedures published on this website from time to time. You should check these terms and conditions from time to time to keep informed of any such amendments or additions.

By accessing and using this website, you are deemed to have agreed to the terms and conditions below:


The Members of the CANFIN WEALTH MANAGEMENT offer a variety of financial products and services. References to “CANFIN WEALTH MANAGEMENT” may refer to one of the following member companies, each of which may also be referred to as CANFIN WEALTH MANAGEMENT.

CANFIN Capital Group Inc. – licensed in Ontario, Canada to offer Life and Accident and Sickness insurance including Group Insurance, Health and Dental Plans, Travel Health Insurance, and Segregated Funds.

CANFIN Magellan Investments Inc.- registered in Ontario as a mutual Fund Dealer and Exempted Market Dealer and in Alberta, British Columbia, Manitoba, New Brunswick and Saskatchewan as a Mutual Fund Dealer

CANFIN Management Inc. – offers Fee Based Services such as Tax Preparation, Estate Planning and Management Consulting.

CANFIN Mortgage and Equity Inc. – licenced mortgage brokerage in Ontario FSCO Licence # 11949. Dealing in residential and commercial mortgages.

CANFIN Private Wealth Inc. – offers Private Wealth services for affluent and institutional investors.

CANFIN Realty Services Inc. – licensed in Ontario, offering Commercial and Residential Real Estate services.



By accessing and using this website you agree to the following Terms and Conditions. If you do not agree, please do not use this website:

Information or data contained in this website is intended for information purposes only and does not constitute specific advice regarding your personal investment situation or provide specific individual advice including, without limitation, investment, financial, legal, accounting, mortgages, property and casualty insurance, or tax matters. Many factors unknown to the member of CANFIN WEALTH MANAGEMENT may affect the applicability of any statement or comment that we make on our website to your particular circumstances. Before using any information provided on this website for any financial or investment purpose, You are advised to consult a qualified professional advisor on your particular circumstances. We would be pleased to refer you to such a professional should you require assistance. Simply call (905) 829-0020 or email us at clientcare@canfin.com.

Products and services advertised on this website are:

Subject to the terms and conditions of the applicable legislation governing them: and
Available in applicable provinces and territories of Canada only, or other jurisdictions where they are legally offered.
Certain products and services may not be available in all locations. Products and services may only be sold through appropriately licensed companies and individuals in jurisdictions in which the product is qualified for sale. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which an offer or solicitation cannot legally be made, or to any person to whom it is unlawful to make a solicitation. Certain products, services and financial instruments described herein involve significant risks and you should not enter into any transactions unless you fully understand all such risks and determine that such transaction are appropriate in your circumstances. You are advised to seek professional advice before acting or declining to act on any information or materials provided on this website. If you use the information or materials provided on this website, you agree that you do so at your own risk. Additionally, if you choose to access this site from outside the Province of Ontario, you do so on your own initiative and are responsible for compliance with applicable local, national, and international laws.

The members of CANFIN WEALTH MANAGEMENT are not responsible for any damage whatsoever, however caused or pursuant to any type of action, which results from the use of this site. Links to other sites may be referenced to help you identify and locate resources of interest. Such links should not be construed, as an endorsement of the services or products provided on such sites and the members of CANFIN WEALTH MANAGEMENT assumes no responsibilities for the accuracy or appropriateness of the material contained on such sites.

The display of trademarks, trade names, or service marks on this website does not convey or create any license or privilege of any kind. Unauthorized use or exploitation of such marks and names is strictly prohibited.

This website and the materials contained herein are protected by copyright (all rights reserved), unless otherwise indicated. The website and the Materials are the exclusive property of one or more members of CANFIN WEALTH MANAGEMENT, its licensors, or the party credited as the provider of the material.

No content from this website may be posted to newsgroups, mail lists, or electronic bulletin boards, or incorporated into any other website nor may links be created to this website without written consent of the copyright owner(s). Any unauthorized use may subject you to civil and/or criminal prosecution under applicable laws.

This website (excluding any linked websites) is controlled by one or more of the members of CANFIN WEALTH MANAGEMENT from the Province of Ontario, Canada. By accessing this website, it is agreed that all matters relating to access to, or use of, this website shall be governed by the laws of the Province of Ontario and the laws of Canada applicable therein, without regard to the conflicts of laws principles thereof. It is also agreed by you to submit to the exclusive personal jurisdiction and venue of the courts of the Province of Ontario with respect to such matters.

Finally, if you do not agree with these provisions, please discontinue use of this website!