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Services About Why CANFIN Our Story Resources Library Advisor Center Client Center GIC Rates We’re Hiring Careers ESG Specialists Contact Us Advisor Center Client Center Start your financial plan today CANFIN Wealth can maximize your future possibilities. Learn More Helpful mortgage advice We’re with you, in your home buying journey. Learn More Strategic investor wealth advice Live your retirement dream. Learn More Business Management Consulting Implement strategies to become a successful firm. Learn More Protect your greatest asset Life and disability insurance benefits protect our loved ones. Learn More CANFIN Realty Services Inc. Get exceptional real estate service at CANFIN Realty Services Inc. Learn More Optimize your plan Meet with CANFIN Get Started 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. more info 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. more info 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. more info 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. more info 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. more info 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! more info Investment Advisory Wealth creation for your best future. Get Started  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. Privacy Policy Disclaimer Disclaimer: Mutual Funds, GICs & Fee for Service Financial Planning provided through CANFIN Magellan Investments Inc. Insurance products provided through CANFIN Capital Group Inc. Mortgage brokerage services provided through CANFIN Mortgage and Equity Inc. License #11949. Fee Based Services Such as Tax Preparation, Bookkeeping, Management Consulting services are provided by CANFIN Management Inc. Commercial and Residential Real Estate Services provided through CANFIN Realty Services Inc. Private Wealth Services for affluent and institutional investors provided by CANFIN Private Wealth...