Founded in 1982 by W.D. (Bill) Vallance, Canfin Financial Group is an independent financial advisory firm based in British Columbia, Canada. The company focuses on creating comprehensive financial strategies for business owners, families, and individuals. Their core services include financial planning, wealth management, insurance planning (life, disability, critical illness), and group benefits & pension solutions. They operate on a model where they provide advice and planning, while utilizing other regulated entities, such as Aligned Capital Partners Inc., for securities-related transactions.

Founded in

Canada