Oakville, ON, Canada – 6 February, 2017 – Canfin Financial Group today announced the launch of VirtualSage by Canfin, an evolutionary service designed to respond to the nascent and ever growing needs of time constrained and cost conscious clients, such as millennials.
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.
“Just as millennials are rejecting the hassle of retail experiences in the rest of their lives, they are doing the same in their financial services products,” said Tony Mahabir, CEO and Founder of Canfin Financial Group. “We developed VirtualSage to give investors what they expect – a seamless experience across digital platforms, responsive support reps and near-zero downtime without sacrificing trust.”
Continued Mahabir, “Although we appeal most to millennials, the first generation that has grown up online, VirtualSage will also benefit clients who prefer the traditional method of meeting face-to-face with an advisor. Anyone who is pressed for time can benefit from the accessibility and convenience of this online platform giving them the best of both worlds.”
VirtualSage is fully supported and backed-up by Canfin Financial Group of companies – a fully integrated wealth management advisory firm offering solutions that cover all stages of the financial needs cycle including: Savings and Investments, Wealth Management for both individuals and businesses, Tax Planning, Estate Planning, Management Services, and Employee Retirement Packages and Benefits. Canfin’s unique business model allows them to create services and solutions for any budget and puts the client in control of how they work with Canfin.
VirtualSage can be accessed here www.canfin.com
ABOUT CANFIN FINANCIAL GROUP
Canfin Financial Group is Canada’s premier wealth solution provider committed to delivering leading investment vehicles for wealth creation, management and estate preservation while reducing the tax impact on investments. Canfin’s unique business model offers comprehensive and integrated advice with the understanding that people don’t always need what they have. Its experts recommend quality products and delivers outstanding services, while looking at the broader picture and keeping in mind the best use of a client’s money. Canfin also provides an entrepreneurial opportunity for existing advisors, or those who want to enjoy a better quality of life by owning and operating a professional wealth management advisory practice.
For more information please visit us at: www.canfin.com
Company Name: Canfin Financial Group
Contact Person: Dana Summers