Tailored advice and actionable solutions to help clients achieve their goals. Learn more about our services

An Integrated Approach

For All Your Financial Needs

We’re able to integrate and manage all aspects of our client’s finances – from preparing their first tax return to developing an estate plan

Independent Financial Advice

The Best Products From Leading Vendors

Our independence from Canada’s largest financial companies gives us flexibility to offer the best products from a variety of different vendors

Getting Started

Let’s Talk

Our disciplined planning process begins by examining all facets of our clients’ personal and business lives to help them achieve their financial goals. Call us to get started.

Why choose us?

Our Key Advantages

PRODUCT

Our independent business model allows us to source the best products from a variety of different financial vendors.

PROCESS

We employ a rigorous six step planning process, adhering to the highest standards set out by the leading financial planning bodies in Canada.

PEOPLE

Our in-house advisory team partnered with our extensive network of field experts offer practical advice for all your financial needs.

Testimonials

Cases of Success

Have More Questions?

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    Let's Talk Business

    Talk to a Specialist

    We offer a variety of services in the area of personal finance. Planning, wealth management, insurance, taxes, estates and more. Whether you choose one service or all, we are dedicated to the highest level of personal advice and client satisfaction.

    CALL US NOW

    1-855-KHANFIN

    SEND AN EMAIL

    info@khanfinancial.com