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VerifiedFinancial Services· Founded 1995

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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HeadquartersToronto, CanadaEmployees52(51 to 200)Founded year1995Websitecanfin.comLinkedIn profileLinkedIn

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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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

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