Canfin Wealth Management
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. To help you achieve your goals, we will only associate with financial planners, advisors and other professionals and service providers who are committed to life-long learning and professional development. All of our clients will always experience our "qualified approach to wealth creation, wealth preservation, wealth distribution and management!"
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Verified contacts
48
available on Kipplo
LinkedIn employees
52
51 to 200 range
Open roles
—
no listings
Distinct roles
29
indexed titles
Tech stack
1
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
48 contacts with verified email or phone · masked until revealed.
- VK
Vijayendra Kowlagi
Independent Director · General Business & Management
EmailPhone - CB
Colin Barry
Certified Financial Planner · Finance & Accounting
EmailPhone - DB
Dino Beals
Financial Advisor · Finance & Accounting
EmailPhone - AS
Amar Singh
Wealth Management Advisor · Finance & Accounting
EmailPhone - AY
André Young
Wealth Management Adviser · Sales & Business Development
EmailPhone - JS
Joy Sebastian
Wealth Management Advisor · Finance & Accounting
EmailPhone - MD
Manny Dasilva
Wealth Management Advisor · Finance & Accounting
EmailPhone - MV
Maria Vourkoutiotis
Branch Manager · General Business & Management
EmailPhone - PK
Parveen Khullar
Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 9 of 48 verified contacts
Top roles at Canfin Wealth Management
29 distinct titles indexed · top 10 shown.
- 10financial advisor
- 6wealth management advisor
- 3canfin financial group of companies
- 3certified financial planner
- 2financial planner
- 1()
- 1a s
- 1administrative assistant
- 1advisor
- 1bookkeeper
- +19more titles
Sign up to unlock all 48 contacts at Canfin Wealth Management
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