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CANFIN
Joanne Shaw, B.A.
Joanne Shaw, B.A.
Financial Advisor

Why CANFIN WEALTH MANAGEMENT

As a member of CANFIN WEALTH MANAGEMENT, we provide comprehensive and integrated wealth management services to businesses and their employees, professionals, and individuals.

We offer Comprehensive Solutions

Creating, distributing, managing, and preserving wealth cannot be done in isolation. A complete 360-degree perspective is required to ensure that success in one area does not conflict with another. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth, there are no easy answers, and we may involve other highly skilled individuals to work collaboratively with us to develop custom-tailored solutions based on the unique circumstances of our clients.

To help you achieve your goals, we will only associate with financial planners, advisors, other professionals, and service providers committed to lifelong learning and professional development. Our clients will always experienceĀ our qualified approach to wealth creation, preservation, distribution, and management!

Mission Statement

"To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products and outstanding service."

Core Values

We stand firmly on five principles:

Vision

Our focus is to establish CANFIN Wealth Management as Canada's premier group of financial planning organizations by remaining relentlessly committed to our mission statement and core values.

Corporate Info