There are a number of ways that you can develop a Financial Plan with Canfin. Please select one that best interests you, then Book a Meeting or Send Information.
Select your meeting preference.
Canfin VirtualSage™ Meeting
Meet the advisor via your computer
in the comfort of your home.
Canfin Live Meeting
Traditional advisor meeting in my office.
The advisor will connect with you to schedule a mutual time within 24 hours.
Step 2: Select your preferred Advisor Compensation plan
Please select a planning type that most interests you,
Fee For Service Planning: A fully credentialed Advisor with a CFP is paid to administer an ongoing plan and is not paid by commission.
Fee-Based Planning: A fully credentialed Advisor with a CFP is paid to administer an ongoing plan and is not paid by commission but paid by a percentage of the assets under administration.
Fee- and Commission-Based Planning Advisor is paid by a blending of revenue from the above two methods.
Commission Based Planning Advisor Advisor recommends the best products, and is paid by the companies that manage the investments or insurance contracts.
Not sure Talk to me more about this.
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