Find a CEA

I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance, Estate Planning and Tax Issues are all aspects of meeting a client’s specific financial goals. I create wealth and peace of mind.  I am dedicated to building trust with my clients and creating long term relationships. 

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Over 40 years of helping small businesses and individuals plan for their financial future.

I am a Chartered Professional Accountant (CPA), Enrolled Agent (EA), and the owner of ACW Accounting & Tax Services, specializing in Canadian personal and corporate tax preparation, as well as U.S. personal tax returns and ITIN applications. As a Certified Executor Advisor (CEA), I also provide guidance to executors on estate-related tax matters.

What sets my business apart is my ability to navigate both Canadian and U.S. tax systems, offering tailored and professional solutions to simplify my clients’ tax and financial needs.

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

Blair MacLean, RFP,CFP,CLU, RHU

Integrated Family Office offering accounting, financial planning, legal, investment overview

CANFIN Wealth Management is a premier advisory firm specializing in
comprehensive financial planning, business advisory, and accounting services.

As an Associate Portfolio Manager and Certified
Financial Planner within the CANFIN ecosystem, I provide strategic leadership
and direction for CANFIN Wealth Management. My focus includes delivering
fiduciary investment advice, constructing customized portfolios, and overseeing
performance monitoring to help clients achieve their long-term financial goals.
I am Chartered, Certified, and Registered to provide financial planning and
investment advisory services.

Feel free to contact me at: mahabir@canfin.com