Fill out our booking form to set up a meeting with our team. We will reach out to you within 1 – 2 business days to discuss a suitable meeting time for you.
Most dealers and firms merely sponsor advisors/salespersons with a CFP designation. At CANFIN FINANCIAL GROUP we will not only sponsor you, but we will work with you to help you develop and build a highly successful financial planning practice. We will provide you with:
With the coming transfer of wealth to the Millennial generation, many of these new potential investors will be looking to put their money to work. These are people who are very socially conscious and advocates of ESG causes. Many emerging investors will want to invest in things that they believe in and support, and learning about ESG investing can help you better understand what these investors are looking for.
Responsible investing and Impact investing mean that you can not only make excellent returns on your investments, but you are also supporting Environmental, Social, and Governance analytics in investing. This makes for a better world and makes your money work for not only you but for the good of the planet and all her people.
- Mauricio Dreher
- Joanne Shaw
B.A., CFP., RIS