Through three distinct business segments but inter-related services, Canfin Financial Group is able to offer comprehensive and integrated financial planning solutions to Businesses and their Employees, Professionals and Individuals. The segments are: 

1.  Wealth Creation Segment - offers Investment Management  solutions.
2. Wealth Preservation Segment - offers Risk Management including various assortments of Life Insurance, Disability and Critical Illness Insurance, Long term care and supplemental health insurance packages, Auto, Home and business insurance services. 
3.  Wealth Distribution and Management - offers various Planning and Advisory Services strategies to manage and distribute wealth especially in the most tax efficient manner. Whether the distribution of wealth is for retirement funding, education funding, succession and estate planning or any other reason, maximum transfer value is only possible by minimizing or eliminating taxes completely.