Business Solutions

CANFIN Wealth Management has business solutions to meet many complex needs. Please book a meeting with me to discuss how we can lessen your business risk, fund buy-sell agreements, help with succession planning or establish an employee benefit and retirement plan.

Financial products and services can address specific needs in your personal financial security plan and we can help you build a successful business.

CANFIN Wealth Management can access various insurance, investment, employee disability and group medical benefits products to help meet your individual and business needs and goals. You may have put all your focus and hard work into your business, so protecting it adequately against the risks that can bring financial hardship makes sense.

Reduce Business Risk Start-ups and smaller companies are especially vulnerable to potentially devastating financial risk because they often lack considerable company sophistication and in-house risk-control expertise. We will help you gain control of your business's financial risks.

Business Insurance Solutions

CANFIN Wealth Management can access various insurance, investment, employee disability, critical Illness, and group benefits products to help meet your individual personal and business needs and goals. You may have put all your focus and hard work into your business, so protecting it adequately against the risks that can bring financial hardship makes sense.