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COVID-19 update: Prioritizing our client's and advisor’s health

Updated March 17, 2020

The safety of our Employees, Advisors, Clients and Visitors remain Canfin’s top and uncompromising priority. As the coronavirus disease 2019 (COVID-19) outbreak continues to evolve and spreads globally, Canfin Management is monitoring the situation closely and will periodically update company guidance based on current recommendations from local, provincial, and federal authorities including the Centers for Disease Control and Prevention and the World Health Organization.

Our offices are continuing to serve clients as usual. For your safety, we have increased the frequency of cleaning across our offices and are educating our Staff and Advisors on best practices recommended by public health authorities. We’re monitoring the situation daily and will continue to take guidance from public health authorities.

To prevent the spread of COVID-19 and reduce the potential risk of exposure to our workforce and visitors, we are conducting a simple screening questionnaire. Your participation is important to help us take precautionary measures to protect you and everyone in this building.

Self-Declaration Questions:

Have you returned from any country within the last 14 days? Yes or No

Have you had close contact with or cared for someone diagnosed with COVID-19 within the last 14 days? Yes or No

Have you experienced any cold or flu-like symptoms in the last 14 days (to include fever, cough, sore throat, respiratory illness, difficulty breathing)? Yes or No

If the answer is “yes” to any of the questions above, person-to-person meeting and access to the facility will be denied. However, service can still be achieved by mail, email, telephone and video-conferencing! Once again, we thank you in advanced for your understanding in these uncertain and difficult times!

Easy Drop-Off: You can fill out the necessary forms from home and simply drop-off your tax documents at any office. One of our Tax Experts will follow up with a telephone interview. In addition, if you’re more comfortable, you can mail or courier your documents to us. Get the forms here.

For more information on COVID-19, please visit the Public Health Agency of Canada website.

Thank you for your continued trust in Canfin Financial Group this tax season.

Tony Mahabir

CEO Canfin Financial Group of Companies.