WHAT WE DO
CFC integrates wealth and estate planning with a consultative process that focuses on exposing financial,
estate and business opportunities through our proprietary end-to-end architecture, supported by
our network of wealth, insurance, tax, accounting, and management consulting professionals.
Over the last decade, our clients have benefited from our services in areas such as:
- Estate Preservation
- Wealth Management
- Insurance Strategies
- Funding Buy/Sell Agreements
- Intergenerational Wealth Transfer
- Discretionary Investment Counselling
- Alternative Investment Strategies
- Employee Benefits and Pensions
- Disability, Critical Care & Long-Term Care Planning
- Comprehensive Management Consulting
WHO WE ARE
With over four decades of joint experience, our team of experts, including insurance,
financial, estate, corporate and tax-planning specialists, help businesses and families
create wealth, become financially secure and protect the assets they have worked
so hard to accumulate.
ALAIN G. COGAN, PH.D.
CEO
MAHAN SIONIT, MBA
C.O.O
KELLY KILPATRICK
DIRECTOR OF CLIENT SERVICES
MARCO D’AVERSA, CPA, CA
TAX & ESTATE PLANNING CONSULTANT
FRANK DEL DUCA, CPA, CA
TAX & ESTATE PLANNING CONSULTANT
CHARLES HSU
ADVANCED CASE CONSULTANT
ANTHONY CHEUNG CFA
INVESTMENT CONSULTANT
LEARN MORE
We believe in providing our clients with access to the latest and most pertinent
information available – whether you are viewing our 2-minute video on our core
solutions or following our twitter feed.
CONTACT US
We are located on University Avenue in downtown Toronto, walking distance
from the financial district, Toronto's world-renowned hospitals, and Queen Street
West. Our offices are in the historic Canada Life Building, opened in 1931. The
building is best known for its rooftop weather beacon, whose colour codes
provide updated weather forecasts.
