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
Canfin Live Meeting
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.
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