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(905) 457-0453

Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.



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Get in touch

Joshua Bacchus - CANFIN Financial Group

44 Hummingbird Crt.
Brampton ON L6Y 3N6 CA

Phone: (905) 457-0453
Toll free: (877) 422-6346 x 550
Fax: (905) 829-1280

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