Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

Book a meeting

Get in touch

Joseph Agnew - CANFIN Financial Group

53 Settlers Way
Kemptville ON K0G 1J0 CA

Phone: (613) 868-3279
Toll free: (877) 422-6346 x 539
Fax: (905) 829-0052

Joseph Agnew - CANFIN Financial Group

53 Settlers Way
Kemptville ON K0G 1J0 CA
Phone: (613) 868-3279
Fax: (905) 829-0052
Toll Free: (877) 422-6346 x 539

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(613) 868-3279

Investment Planning

Schedule a meeting

Get in touch

Joseph Agnew - CANFIN Financial Group

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