Canfin Financial Group – Vaughan Office

Specialties

Canfin Financial Group is committed to providing leading investment vehicles for wealth creation, management and estate preservation while reducing the tax impact on investments. Coupled with risk management solutions, our knowledgeable, professional staff stays abreast of all the developments in the financial industry pertinent to your financial security, with the ability to offer the best solutions possible to meet your financial goals.

We can help with:

Investments: RRSP’s, TFSA’s, RESP’s, LIRA’s, RDSP’s and Banking Accounts.

Insurance: Life, Disability, Travel and Critical Illness Insurance. Including the SuperVisa

Mortgages: Fixed, Variable, Secure Line of Credits. 1^st or 2^nd Mortgages. Private Mortgages

Retirement Planning, Estate Planning, Wealth Creation and Preservation, Tax Planning Strategies.

Income Planning Strategies in Retirement to minimize Taxation and Claw backs of Government Benefits.

History

Established in 1995.

We promised to provide excellent leadership in the marketplace. To do this we must remain relentlessly committed to our joint mission statement:

«To be the most trusted, knowledgeable and professional advisors, providing our customers with comprehensive advice, quality products and outstanding service to achieve their financial goals.»

We are also committed to being innovative, as such; we are constantly in search of innovative products and sales concepts to differentiate us.

We commit to always put the goals and dreams of our advisors ahead of our own.

We commit to always provide our advisors with the «Vision» of our industry so that we stay on track to accomplish our dreams as individuals and as a group of companies.

Meet the Manager

Jim L.

Manager

I have been with Canfin Financial Group since 1998 and was previously with Investors Group, one of Canada’s largest Investment Houses. While at Canfin, I have had the position of Conservation Officer and Branch Manager to the largest Branch Office with over 45 Financial Advisors reporting to me. As I wanted to focus and provide a dedicated service to all my Clients, I know only act as a Financial Advisor. This allowed me to allow me to flow all my energies to my Clients, who are the focal point of my business.

Looking after Clients financial well being is a serious situation that I do not take lightly. Client have entrusted me with their investments and their financial goals. We take every effort to get them to their goal at level that is comfortable for them.