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Canfin Private Wealth Inc.
Address
680 Rexdale Blvd., Suite 205
Toronto,
ON M9W 0B5
(416) 419 - 9894
Toll Free:
(877) 422 - 6346
PrivateWealth@canfin.com
https://www.canfin.com/
Principal Contacts
Manny DaSilva
UPD
Tel: (905) 829 - 0020 ext 27
manny@canfin.com
Client Minimums
Private: $500,000
Institutional: $1,000,000
Types of Accounts Managed
- Private Individual / Investor
- Family Office
Provinces of Business
- Ontario*
* indicates a physical location in this province
About Us
As a member of CANFIN FINANCIAL GROUP we provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.
Creating wealth, distributing wealth, managing and preserving wealth cannot be done in isolation. A full 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 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 and other professionals and service providers who are committed to lifelong learning and professional development. All of our clients will always experience our qualified approach to wealth creation, wealth preservation, wealth distribution and management!