Carl Amos, CFP®

Carl Amos is a Certified Financial Planner® with CANFIN Wealth Management, located in Toronto, ON. With five years of experience, he assists families in navigating the complexities of financial planning. His focus includes budgeting, investment strategies, insurance, retirement planning, tax planning, estate management, and debt management, all tailored to each family's unique goals and needs.

Carl also specializes in estate planning - particularly with beneficiary and succession planning, implementing tax-efficient wealth transfer strategies, insurance reviews, coordination of wills, trusts, power of attorney, and estate distribution.

Families appreciate Carl's planning-first approach, which emphasizes clear communication and understanding of their individual aspirations. He listens closely to their concerns and provides personalized guidance that fosters trust and reassurance. Committed to compassionate care, Carl values supporting families during sensitive times, ensuring they feel empowered in their financial decisions as they plan for the future.