California News Reporter

CANFIN Financial Group to Exhibit at the 15th Annual Canadian Institute of Financial Planners Meeting

CANFIN Financial Group to Exhibit at the 15th Annual Canadian Institute of Financial Planners Meeting

Toronto, ON, Canada – May 24, 2017 – The Canadian Institute of Financial Planners (CIFP) will host its annual national conference this month, and Canfin Financial Group will exhibit and network at the premier financial planning gathering for major Canadian financial services organizations, planners, technical and educational experts. The CIFP event will be held May 28–30 at The Westin in Ottawa, Ontario.

Canfin Financial Group, the fully integrated wealth management advisory firm, will be exhibiting their unique business model from booth number 19. Canfin offers much sought after solutions that cover all stages of the financial needs cycle including: Savings and Investments, Wealth Management for both individuals and businesses, Tax Planning, Estate Planning, Risk Management, Business Consultingand Management Services, and Employee Retirement Packages and Benefits. Canfin also hosts the industry’s first virtual platform for financial planning called VirtualSage, a winning solution for eliminating all the negatives of meeting with an advisor in person without compromising the quality, care or fiduciary responsibility of its qualified approach to wealth solutions. Canfin’s unique business model allows them to create services and solutions for any budget and puts the client in control of how they work with Canfin.

CIFP, the advocate for the professionalization of financial advice and ensures the independent advice channel remains viable and sustainable, will host a variety of educational streams focusing on risk management, estate planning, wealth accumulation, tax planning, and retirement and life style planning. In addition to the educational streams, industry leaders will speak on new technologies, advanced financial topics, and sales and practices ideas.

“CIFP is an important event for our industry and not only does it offer great educational pieces but it is a wonderful networking tool,” said Tony Mahabir, CEO of Canfin Financial Group. “We are excited to be exhibiting at this year’s event and look forward to meeting the best and brightest in our industry.”

Canfin offers an exceptional opportunity for certified financial planners by not only sponsoring CFP’s but by helping them build a complete, successful financial planning practice. Canfin provides a turn-key financial planning system, support and training, and full compliance and financial planning guidance to assist CFP’s and their clients create, preserve and distribute wealth through the Canfin Wealth Management Services Division.

ABOUT CANFIN FINANCIAL GROUP

Canfin Financial Group is Canada’s premier wealth solution provider committed to delivering leading investment vehicles for wealth creation, management and estate preservation while reducing the tax impact on investments. Canfin’s unique business model offers comprehensive and integrated advice with the understanding that people don’t always need what they have. Its experts recommend quality products and delivers outstanding services, while looking at the broader picture and keeping in mind the best use of a client’s money. Canfin also provides an entrepreneurial opportunity for existing advisors, or those who want to enjoy a better quality of life by owning and operating a professional wealth management advisory practice.

For more information please visit us at: www.canfin.com

Media Contact
Company Name: Canfin Financial Group
Contact Person: Dana Summers
Email: Send Email
Phone: 3346634424
State: Ontario
Country: Canada
Website: www.canfin.com

Calendar

October 2017
M T W T F S S
« Sep    
 1
2345678
9101112131415
16171819202122
23242526272829
3031