Joanne Shaw

Canfin Financial Group

popup medal icon RIA: Certified

As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Charitable giving
  • Small business planning
  • Other
Minimum Account Size


Investor Type Dealt With


Type of License



Provinces Licensed In
  • Ontario