CANFIN Financial Group to Launch First Virtual Platform for Wealth Management Solutions
digitaljournal | February 06, 2017
Canfin is Canada’s premier wealth solution provider committed to delivering leading investment vehicles for wealth creation, management and estate preservation. It developed VirtualSage by Canfin as a winning solution for eliminating all the negatives of meeting with an advisor in person without compromising the quality, care or fiduciary responsibility of its qualified approach to wealth solutions. As the name implies, Canfin hosts virtual meetings with clients to save them time and stress, while creating a positive experience for those who prefer a viable service alternative. After the virtual meeting, clients have the option to continue utilizing the online platform or may choose to meet their advisor in person.