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Canfin Financial Group
Certified Financial Planner
Oct 12, 2021 9 days ago
CFP (Canada) CIM RRC
Bio
TONY MAHABIR is the Chairman and CEO of Canfin Financial Group of Companies, an entity that provides professional wealth management advisory services to businesses, professionals and individuals across Canada and globally.
 
Concurrently, Tony is a Professor of Management Studies & Finance on the Faculty of Business with Humber College Institute of Technology and Advanced Learning for The Bachelor of Commerce degree program. 
 
Outside of work, he is the President of the Convention of Independent Financial Advisors (CIFA), a Global non-profit foundation and non-governmental organization with general consultative status with the Social and Economic Counsel (ECOSOC) of the United Nations. In Canada, he serves as the Chairman of The Canadian Institute of Financial Planning – a virtual learning institute offering traditional and web-based learning model.  He has been a former Director of the U.S. Based Financial Planning Association as well as past director on the Board of Governors for Humber College Institute of Technology & Advanced Learning. 
 
Over the last twenty-five years, Tony has shared his insights on strategy, cultural diversity, standards of care and cross-boarder financial planning for multinational clients.
 
Tony holds a Masters of Business Administration degree, is a Certified Management Consultant, Certified Financial Planner, Registered Retirement Consultant and Chartered Investment Manager. Tony is also the recipient of the FP Canada Fellow distinction, which formally recognizes individuals who have helped advance financial planning. He currently operates and manages his professional wealth management advisory practice from Toronto, Ontario, Canada.
Personal Information
9058290020
Male
TORONTO
Masters
Employer Information
Canfin Financial Group
Canfin Magellan Investments Inc.
680 REXDALE BLVD.
SUITE 205
TORONTO ON M9W 0B5
Canada
9058290020
Practice Information
Certified Financial Planner
1988
MFDA
>50
Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly Insurance Commission
Ontario
Ontario
No
CIFPs
Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning ESG & Impact Investing Estate Planning Financial Planning Insurance Planning Investment Management Portfolio Management Retirement Income Planning SRI Succession Planning Tax Filing Tax Planning