Company Information

Get to know Canfin Financial Group Of Companies

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.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

Contact

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Canfin Financial Group Of Companies

Canada

Founded in

01 Jan 1995 (31 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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--/10

Reviews

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.