At Copperfin, we strive to be
- Knowledgeable - We have the experts on hand to help you with everything from traditional banking and borrowing to more complex estate planning or protection needs
- Convenient - Our decisions are made locally, so you don't have to send it off to another office or contact in who knows where
- Personalized - We promote peace of mind by helping you create a plan specific to your unique financial situation
- Values-based - We offer Socially Responsible Investment (RI) options, so you can do well, while doing good
- Unbiased - Our role is to provide professional, unbiased advice about how to best achieve your financial goals
Contact an Advisor today for advice to move your financial life forward.