Personal & Corporate Financial Planning
Whether planning for retirement, education, purchasing a home, or any other financial planning needs, as a designated CFP, and through the Mutual Fund Dealer of Canfin Magellan Investments Inc., I can create a plan centred around your needs with the flexibility to adapt the plan as changes occur. Life and Disability insurance products are also offered through Canfin Magellan Investments Inc.
Disclosure: Fee for Service Financial Planning, GICs and Mutual Funds are provided through Canfin Magellan Investments Inc. Insurance Products Provided through Canfin Capital Group Inc.