Working to together to construct and implement your investment portfolio.
Protection against financial risk, plus advanced investment vehicles.
Representing many of Canada's Top Rated Insurance Companies we can customize what is best for you.
Mitigating risk for business owners. Employee retirement and benefits.
The right financial advice gives you a better chance of:
These benefits appear in a number of ways, including having a greater sense of control over your finances, and the peace of mind that comes from greater confidence in your future. (adapted from IFIC – The Value of Advice Report 2012)
Colin’s success is based upon creating a plan to achieve a specific goal, identifying and mitigating risks and working every day to achieve the goal. Colin works with clients to identify their goals, create their plan for success, and to provide clients with long-term support to ensure their plan is implemented.
As a Certified Financial Planner® professional, Colin possesses the expertise to skilfully navigate all aspects of your financial future, identifying and analyzing how different and sometimes conflicting areas impact each other.
Colin’s philosophy is to act as your financial advocate. As an independent advisor he is well suited to offer unbiased advice. With Canfin, Colin can service all your financial needs including budgeting, investments, insurance, tax preparation and fee-for-service financial planning.
A weight off our shoulders
We are celebrating being debt free tonight! Thank you so much for helping us get there so quickly after our first meeting. Such a weight off our shoulders!
Daniel and Andrea R.
Best interests in mind
I really appreciate all your help and guidance. You've been extremely attentive and I feel very confident that you have my best interests in mind.
I always appreciate great people and great service. With a combination of the two, I wouldn't hesitate to refer more people to you.
In just under a year, we've increased our cash flow and set an attainable retirement goal. None of it would have been possible without your knowledge and guidance.
Brendan and Kayla W.