PROFILE

          DINO A. BEALS, WEALTH MANAGEMENT ADVISOR               

"My client relationship starts with understanding the client's goals and priorities. A comprehensive long-range financial plan is developed to achieve both short and long-term objectives utilizing tax minimization, conservative investments and sound financial and estate planning techniques. The result is the implementation of the client's very own personal financial plan which is then monitored on an ongoing basis to take advantage of new opportunities and the client's changing circumstances"

                             Dino A. Beals - Statement of Philosophy

 

 

 

ABOUT DINO A. BEALS

• Financial Advisor with Canfin Wealth Management since 1995.
• Earned General Management Certificate from Centennial College 
• Member in good standing with the Canadian Institute of Financial Planning (CIFP) since 2007.

 

ABOUT Canfin Wealth Management 

    Canfin Wealth Management is one of Canada's most trusted independent financial planning  organizations.  Tens of thousands of Canadian Families and businesses entrust their assets and  financial security to Canfin's Financial Planners throughout Ontario.

     Through the supervision of Certified Financial Planners and our team of Lawyer’s, Accountant's and Estate Planning experts.  Canfin Wealth Management is able to offer individuals, business owners, and Professionals the broadest range of financial service solutions.

     Canfin's founders have almost two decades of experience in helping Canadians achieve Financial freedom. This experience, particularly during the challenging markets of  1980's and 1990’s, and most recession of 2008 into 2009  means that Canfin’s Professionals are among the most knowledgeable and tenacious in the business.