PanFinancial Insurance Solutions

Investment/ Wealth Management Firm in Toronto, Ontario

Our wealth managers work closely with clients across Toronto, Niagara Falls, Kitchener, Barrie, Peterborough, Hamilton, Oakville, Guelph, Oshawa, Markham, Vaughan, Brampton, Mississauga, St.Catherines, Orillia, and Collingwood, Ontario.

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Welcome to the PanFinancial Group

At PanFinancial, we deliver wealth care strategies to affluent individuals. As leaders in the wealthcare field, we continually strive to ensure excellence in our service. In this pursuit, we created THE WEALTHCARE SOLUTION? - a cornerstone to greater financial success.

We can help you achieve your financial dreams. Why not let us show you how?

Latest Blog posts

  • Canada: Beware The Net Worth Audit

    Arguably, the cheapest, fastest, and dirtiest way in which the CRA can audit a taxpayer is by employing the "net worth" method. It throws all principals of good audit practice to the wind and allows the auditor to essentially go freestyle. And it results in reassessments. Lots and lots of huge, unfair reassessments. And no CRA auditor was ever fired for coming back to the office with lots and lots of huge reassessments. Never. And as an auditor, it is better to err on the side of caution. Plus, if the taxpayer disagrees with the reassessment, they can go ahead and object. And if they lose their objection, they can always appeal to the Tax Court of Canada.

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Founded by our principal, Gordon Berger, our group set its roots in 1985 and built our business on a foundation of integrity, due diligence, and innovation.

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Tax Efficient Investments For Higher Rate Taxpayers