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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.

 

 

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Angelo Memmolo - CANFIN Financial Group

616 Concession Street
Hamilton ON L8V 1B5 CA

Phone: (905) 389-3672
Toll free: (877) 422-6346 x 541
Fax: (905) 829-1280

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