Working to together to construct and implement your investment portfolio.
Protection against financial risk, plus advanced investment vehicles.
Representing many of Canada's Top Rated Insurance Companies we can customize what is best for you.
Mitigating risk for business owners. Employee retirement and benefits.
I have joined forces with Canfin Financial Group to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.
I am licensed to offer the following services:
Canfin Financial Group services are 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.
To help you achieve your goals, Canfin Financial Group only associates with financial planners, advisors and other professionals and service providers who are committed to life-long learning and professional development. All of Canfin Financial Group's clients will always experience our "qualified approach to wealth creation, wealth preservation, wealth distribution, and management!"
As a member of Canfin Financial Group, I am committed to these Core Values which cover these 5 principles:
1. Consistent application of our qualified approach to wealth creation, preservation, distribution and management.
2. Excellence in client service,
3. Comprehensive services through a closely linked group of expert service providers,
4. Remain Independently owned and operated, and
5. Committed to being good corporate citizens by adhering to the triple bottom line: sustainable business, environmentally friendly business, and ethical business operations to make stakeholders proud to associate with us.
Mission Statement: "To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products, and outstanding service."