WHO WE ARE

Our Vision

At CF, we are inspired by the people we work with and the families we serve. As the nation’s leading network of independent financial advisors, we empower Canadian families with the knowledge and tools to make informed decisions and achieve financial freedom.

WHO WE ARE

Our Vision

At CF, we are inspired by the people we work with and the families we serve. As the nation’s leading network of independent financial advisors, we empower Canadian families with the knowledge and tools to make informed financial decisions and achieve financial freedom.

AT A GLANCE

Our Strength Is Our People

Since 2000, CF Canada Financial has been dedicated to helping families reach their financial goals by providing a wide range of financial solutions. Being family owned and operated, we recognize that every family has unique aspirations and challenges, therefore, we empower our advisors with the resources and connections comparable to those of other financial institutions while maintaining a personable, family focused practice, where every request is heard and embraced.

Our team of experienced financial advisors, coupled with our exceptional portfolio of insurance and investment products, work together to provide families with the best possible outcomes. At CF Canada Financial you are a client that is valued and protected.

1
YEARS OF
EXCELLENCE
1 +
Educational events conducted SINCE 2000
1 +
INSURANCE INVESTMENT
COMPANIES REPRESENTED

OUR FOUNDER

Our History

Great managers are leaders, not custodians. In our industry, there can be only three priorities: Recruiting, Production, and Compliance – and then there is everything else.
– Bharat Anand
CF Canada Financial Founder

Our founder’s dream is what moves us forward

Our founder, mentor and friend, Bharat Anand, was a compassionate man with great entrepreneurial talent and a story that many Canadian families can relate to. Bharat immigrated to Canada with his family and worked hard to build a successful career in the insurance industry for over two decades. As General Manager and Agency Lead in Ottawa, he transformed a startup company into a leading company within three years.

For Bharat, family was always the primary motivator in his life and work. This is a sentiment that resonates with us all, as family is at the heart of everything we do. Inspired by Bharat’s leadership, legacy and timeless motto – “Integrity Before Profit” – CF Canada Financial is committed to helping families achieve their financial goals by providing the right solutions.

With his experience as a producer and as a successful insurance leader in Canada, Bharat built CF Canada Financial into one of the largest premier MGA’s, headquartered in Vancouver. As a family agency, we understand the importance of protecting what matters most, which is why we’re passionate about helping families protect their wealth.

OUR LEADERSHIP

Our Team

Leadership Team

Neel Anand
Managing Director & CEO
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Andy Lau
Vice President of Sales
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John Perre
Vice President of Sales
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Parminder Thind
Managing Partner
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Jamal Khan
Managing Partner
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Balwant Mann
Managing Partner
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Fernando Marcial
Managing Partner
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Ralph Fege
Managing Partner
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Barbara Steele
Associate Managing Partner
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CONTACT US

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