About Tony Mahabir

D. Tony Mahabir, CFP®, RRC®, CIM®

Fiduciary Advisor | CANFIN Private Wealth
Financial Planning & Portfolio Management

As a fiduciary advisor with CANFIN Private Wealth, I am committed to delivering personalized, transparent, and values-based financial guidance that puts your best interests first. With over three  decades of experience in financial planning and portfolio management, I help individuals, families, and business owners build clarity, confidence, and control over their financial future.

My approach is rooted in the fiduciary standard—meaning I am legally and ethically bound to act solely in your best interest. I take the time to understand your unique goals, values, and circumstances, and then craft a comprehensive financial strategy that aligns with your life vision.

Whether you're planning for retirement, managing wealth across generations, or navigating complex financial decisions, I offer:

• Holistic Financial Planning: Integrating cash flow, tax strategies, estate planning, risk management, and retirement goals into a cohesive plan.
• Portfolio Management: Designing and managing investment portfolios tailored to your risk tolerance, time horizon, and financial objectives.
• Ongoing Guidance: Providing proactive advice and regular reviews to adapt your plan as life evolves.

At CANFIN Private Wealth, we believe that true wealth is about more than just money—it's about living with purpose and peace of mind. My mission is to empower you with the knowledge, tools, and confidence to make informed financial decisions that support your long-term success.

Let’s start a conversation about your financial future—"because when your values guide your wealth, the possibilities are limitless!” - Tony