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.

Book a meeting

Get in touch

Colin Barry - CANFIN Financial Group

1670 North Service Road East
Suite #308
Oakville ON L6H 7G3 Canada

Cell: (416) 275-2896
Toll free: (877) 422-6346 x 537
Fax: (905) 829-0052

Colin Barry - CANFIN Financial Group

1670 North Service Road East
Suite #308
Oakville ON L6H 7G3 Canada

Fax: (905) 829-0052
Toll Free: (877) 422-6346 x 537

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(416) 275-2896

Investment Planning

Schedule a meeting

Get in touch

Colin Barry - CANFIN Financial Group

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