Canfin Financial Group Of Companies

What Canfin Financial Group Of Companies does

Canfin Financial Group of Companies is a privately held, Toronto-based Canadian wealth management advisory firm founded in 1995 that delivers integrated financial services through six wholly-owned subsidiaries. The group is structured around CANFIN Magellan Investments Inc. (mutual fund distribution with access to over 1,600 mutual funds, GICs, RRSPs, RRIFs, and alternative investments), CANFIN Management Inc. (tax, estate, and management consulting for SMEs), CANFIN Capital Group Inc. (independent insurance risk analysis), CANFIN Mortgage & Equity Inc. (residential and commercial mortgage brokerage), CANFIN Realty Services Inc. (real estate services), and CANFIN Private Wealth Inc. (wealth management for affluent and institutional clients). Services are coordinated through a 'Qualified Approach' five-step planning methodology and the FIRE POWER service delivery framework, supported by a network of certified financial planners, lawyers, accountants, and estate planning experts.

The firm's technology stack consists of conventional fintech plumbing rather than proprietary AI: the eZPortal client portal integrates QTrade for investment access and trading, eZPlan supports advisor-led financial planning, and VirtualSage enables virtual meetings. The company is regulated by CIRO and is a member of CIPF, MFDA, IFIC, and the Portfolio Management Association of Canada, with FSRA License #11949 for mortgage brokerage. Distribution is a hybrid: advisor-driven relationship sales combined with self-serve digital portals and an educational content library that drives top-of-funnel lead generation.

Revenue is generated through multiple streams: mutual fund distribution through management fees and trailing commissions (MFDA-member dealer), insurance commissions on life, disability, critical illness, health, and travel policies, mortgage broker fees earned from lenders rather than clients, real estate transaction commissions, management consulting fees for SMEs, and private wealth management fees for affluent and institutional clients. The business is entirely domestic, with no disclosed international operations, funding rounds, M&A activity, or disclosed revenue figures. The company serves tens of thousands of Canadian clients across individuals, families, professionals, business owners, and SMEs.

Name

Canfin Financial Group Of Companies

Legal name

CANFIN Financial Group of Companies

Website

https://canfin.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Short description

Canfin Financial Group of Companies is a privately held Toronto-based wealth management firm founded in 1995 that delivers integrated financial planning through six subsidiaries covering mutual funds, insurance, mortgages, real estate, consulting, and private wealth services to Canadian individuals, SMEs, and affluent investors.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Fee-Only Advisory (FSAEAAAL)

Keywords

• Wealth management services
• Financial planning advisory
• Mutual fund distribution
• Insurance brokerage
• Mortgage brokerage

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Mutual Fund Distribution: CANFIN Magellan Investments Inc. distributes mutual funds and investment products as an independent MFDA member dealer. Revenue is generated through management fees, trailing commissions, and load options (front-end load, no-load, fee-based).
2. Insurance Products: CANFIN Capital Group Inc. provides independent insurance analysis and services through licensed representatives, representing multiple top-rated Canadian insurance companies. Products include life, disability, critical illness, health, and travel insurance.
3. Mortgage Brokerage: CANFIN Mortgage & Equity Inc. operates as a mortgage brokerage providing access to multiple lenders and mortgage products. Services are provided at no cost on approval of credit.
4. Real Estate Services: CANFIN Realty Services Inc. provides commercial and residential real estate services with ongoing commitment to elevated personal service.
5. Management Consulting: CANFIN Management Inc. provides management consulting services for small and medium enterprises including business diagnostics, strategic planning, tax and estate management. Custom-designed consulting work for SMEs with affordable fee structures.
6. Private Wealth Services: CANFIN Private Wealth Inc. provides wealth management solutions for affluent and institutional investors across accumulation, protection, maximization, and succession phases.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core offering

CANFIN Financial Group of Companies is an integrated Canadian wealth management advisory firm operating through six wholly-owned subsidiaries that deliver financial planning, investment management, insurance, mortgage brokerage, real estate, and management consulting services. The group serves individuals, families, professionals, business owners, SMEs, affluent clients, and institutional investors with a coordinated 'qualified approach' that addresses wealth creation, management, preservation, and distribution. Its advisory offerings are bundled through the FIRE POWER holistic planning framework and supported by proprietary client and advisor portals (eZPortal, eZPlan, Private Wealth Portal).

Product overview

Canfin Financial Group Of Companies is a multi-subsidiary financial services organization composed of six integrated companies offering comprehensive wealth management solutions. The group operates as an integrated platform where CANFIN Magellan Investments handles mutual funds and investment products, CANFIN Management Inc. provides tax and estate consulting for SMEs, CANFIN Capital Group delivers insurance risk analysis, CANFIN Mortgage & Equity manages residential/commercial mortgages, CANFIN Realty Services handles real estate transactions, and CANFIN Private Wealth serves affluent/institutional clients. The FIRE POWER program serves as the holistic delivery framework across the group's services, which include wealth creation, preservation, management, and distribution.

Differentiator

Problem solved

Functional benefit

Brands

• FIRE POWER: A holistic wealth management program delivered via the FIRE POWER program employing planning values and custom-tailored solutions.
• CMI (CANFIN Management Inc.)
• CANFIN WEALTH

Products and services

• CANFIN Magellan Investments Inc. Independent mutual fund and investment product distribution service for individual investors, offering access to over 1600 mutual funds plus Exempt Market Investments, Alternative Investment Funds, Self-Directed Plans, GICs, RRSPs, and RRIFs with multi-manager programs and asset allocation options. Revenue is generated through management fees, trailing commissions, and load options (front-end load, no-load, fee-based).
• CANFIN Management Inc. (CMI) Management consulting firm offering business diagnostics, strategic planning, tax and estate management for small and medium enterprises (SMEs) and individuals, with custom-designed consulting work at affordable fee structures.
• CANFIN Capital Group Inc. Independent insurance risk analysis and brokerage service providing life, disability, critical illness, health, and travel insurance products for personal estate planning, inter-generational wealth transfer, debt liquidation, succession planning, and buy-sell agreement funding through licensed representatives of multiple top-rated Canadian insurers.
• CANFIN Mortgage & Equity Inc. Mortgage brokerage providing residential and commercial mortgage products with access to multiple lenders, anytime-anywhere service via MortgageBoss integration, and service provided at no cost on approval of credit to the client.
• CANFIN Realty Services Inc. Commercial and residential real estate services firm offering property sale and purchase transactions with elevated personal service, supported through the CANFIN eZPortal property search functionality.
• CANFIN Private Wealth Inc. Wealth management service for affluent and institutional investors covering accumulation and growth, protection and preservation, maximization and optimization, and transition and succession of wealth, supported by a dedicated client portal.
• FIRE POWER Program Holistic wealth management service delivery framework incorporating Plan, Overview, What, Execute, and Regular monitoring components to deliver integrated financial independence planning across CANFIN's subsidiaries.

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• QTradecoreTechnology or IntegrationQTrade is integrated into CANFIN's client portal for investment account access, providing clients with seamless access to their investment portfolios and trading capabilities through the eZPortal platform.
• GMS (Group Medical Services)minorChannel Partner/ Reseller/ DistributorCANFIN offers GMS Travel Medical Insurance, GMS Individual Health Plans, and GMS Visitors to Canada Plan through their client center, providing insurance products to their client base.
• B2B BankminorChannel Partner/ Reseller/ DistributorCANFIN provides access to GIC rates from B2B Bank (Laurentian Bank) as part of their investment product offerings for clients seeking guaranteed investment certificates.
• Effort TrustminorChannel Partner/ Reseller/ DistributorCANFIN provides access to GIC rates from Effort Trust as part of their investment product offerings.
• Home TrustminorChannel Partner/ Reseller/ DistributorCANFIN provides access to GIC rates from Home Trust as part of their investment product offerings.
• MortgageBossminorChannel Partner/ Reseller/ DistributorCANFIN Mortgage & Equity uses MortgageBoss for online mortgage applications, providing clients with digital mortgage application capabilities.

Scale indicators4 records

Recent moves6 records

Expansion highlights10 records

Market position

Competitive moat5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/canfin-financial-group-of-companies

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Canfin Financial Group Of Companies