Financial Services

Our client’s financial interests and goals are always our first priority.

PRODUCTS & SERVICES2021-12-09T18:23:48+00:00

Our Products

No single investment product or strategy is suitable for everybody. This is why we provide one of the most extensive product lines available for our advisors and clients. By providing a broad selection of quality products, your advisor can chose investments tailored to your individual requirements. Your investment plan will take into consideration your financial goals, risk tolerance, short and long term objectives, income tax implications and personal situations.

  • Mutual Funds
  • GIC’s (CDIC Insured)
  • Daily High Interest Saving Accounts (CDIC Insured)
  • RSP’s RIF’s LIRA’s LIF’s
  • Non-registered accounts (OPEN, ITF)
  • Registered Educational Savings Plans
  • Individual Pension Plans (IPPs)
  • Retirement compensation arrangements (RCAs)
  • Tax Free Savings Accounts (TFSA)
  • Index Funds & Specialty Funds
  • Segregated Funds

Advisor Services

Candor Financial Group associates and advisors are fully qualified to sell and advise you on our entire financial product line. Our Advisors may offer the following services independently which are offered outside and are not the business or responsibility of Candor Financial Group Inc.

  • Portfolio Architecture
  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Succession Planning
  • Tax Preparation and Consulting
  • Life and Disabilty Insurance analysis
  • Segregated Insurance Funds

What Our Clients Are Saying

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s.

We are members of

MFDA

MFDA

OSC

OSC

CIPF

CIPF

IFIC

IFIC

CDIC

CDIC

Candor Financial Group offers access to the best fund companies in the country so that you and your advisor can create a portfolio tailored to your needs.

  • AGF
  • B2B BANK
  • BEUTAL GOODMAN & CO LTD
  • BMO GUARDIAN FUNDS
  • BRIDGEHOUSE ASSET MANAGERS
  • CI INVESTMENTS
  • DYNAMIC FUNDS
  • EDGEPOINT WEALTH MANAGEMENT INC
  • EXCEL FUNDS
  • FIDELITY INVESTMENTS
  • FRANKLIN TEMPLETON INVESTMENTS
  • ARROW CAPITAL MANAGEMENT
  • IA CLARINGTON INVESTMENTS INC
  • INVESCO CANADA LTD
  • MACKENZIE FINANCIAL CORP
  • MANULIFE MUTUAL FUNDS
  • NORTHWEST AND ETHICAL FUNDS
  • PHILIPS, HAGAR & NORTH
  • RBC GLOBAL ASSET MANAGEMENT INC
  • RENASSAINCE INVESTMENTS
  • TD MUTUAL FUNDS
  • VALUE PARTNERS INVESTMENTS
  • MAWER INVESTMENT MANAGEMENT
  • CANADIAN IMPERIAL BANK OF COMMERCE