Discussions, Seminars and Partners

Our boardroom is a beautiful location for some of our regular seminars. Come into our boardroom to find out about our regular MoneyWhys seminars as well as some special interest seminars we hold throughout the year.

Our boardroom is also the center of our professional affiliations where special cases can be discussed and round table discussions occur about our industry and the need for strategic alliances affiliations and partnerships.

Partners working together.
As a result of our specialization in Retirement, Estate, and Investment consulting Kofin Financial group has earned a solid reputation in the industry. In fact, many other professionals - the media, accountants, lawyers, and financial advisors come to us when they have detailed and technical questions.

In fact, many of these professionals who recognize our expertise, experience, and reputation, are now "partners in planning". They entrust their special clients who need our help in highly specialized situations to get advice from Kofin Financial Group.

Our "Partners working together" program also helps our clients when they have specialized needs outside of our expertise. With this unique and powerful network, clients of Kofin Financial Group have access to some of the best services, information, and organizations in the country.

So if the need is tax planning, wills and trusts, business succession planning, group benefit consulting, disability insurance, or general insurance, we can help you to find very qualified professionals to get the job done right.

Our Partners (past and present)

Wusyk Financial Group
Kingston, Ross, Pasnak ( Jim Gillespie, CA )
Bob Lemoine - Great West Life
KPMG (Terrence Wong CA)
Predictable Futures (Family Business Services)
Meyers Norris and Penny (Rick Suggit)
Campbell & Company (Kenneth Lypkie)
Lucas Bowker & White (Barrister & Solicitors)
Matheson & Company (Barrister & Solicitors)