Business Details
30 Years
experience
Trusted Independent Financial Advisors in Tiny, Ontario
Candor Group is an independent mutual fund dealer committed to providing clients with comprehensive financial solutions. Founded in 1996, we prioritize client needs by offering access to a wide range of investment products from leading fund companies. Our team of experienced advisors undergoes rigorous screening to ensure expertise and professionalism. All transactions require client and compliance department approval, ensuring transparency and security. We operate with integrity, focusing on financial planning, tax strategies, estate planning, and insurance analysis. Our mission is to help clients achieve their financial goals through personalized advice and tailored investment portfolios.With over 25 years of industry experience, our leadership team brings deep expertise in accounting, compliance, and client service. We utilize advanced back-office systems to streamline processes and enhance advisor-client collaboration. Our commitment to ethical practices is reflected in memberships with regulatory bodies like CIRO, OSC, and CIPF. By maintaining independence from specific financial institutions, we ensure unbiased recommendations aligned with client interests. Our focus on continuous improvement and client-centric values has solidified our reputation in the financial services industry.
Services
Mutual Funds
Financial Planning
Tax Planning
Estate Planning
Investment Management
Insurance Analysis
Retirement Accounts
Details
- Year established: 1996
Highlights and features
- We are an independent mutual fund dealer with access to all major fund companies.
- Our advisors undergo rigorous screening for experience and credentials.
- Client investments are secured through direct transactions with no discretionary trading.
- We utilize advanced back-office systems for efficient order processing.
- Our leadership team has over 40 years of combined experience in finance and compliance.
Associations and certifications
- CIRO
- OSC
- CIPF
- IFIC
What people say
Experienced advisors
Personalized service
Secure transactions
Efficient processing
Services
Mutual Funds
We provide access to a comprehensive selection of mutual funds from top Canadian providers. Our advisors help clients build diversified portfolios aligned with risk tolerance and financial goals. This service caters to individuals and institutions seeking long-term growth through professionally managed investment vehicles.
Financial Planning
Our advisors create customized financial plans considering clients' tax situations, life stages, and investment objectives. Services include retirement strategies, education savings, and wealth preservation techniques. We focus on holistic planning to address both immediate needs and long-term aspirations.
Tax Planning
We analyze clients' financial situations to develop tax-efficient investment strategies. Our advisors identify opportunities for tax reduction through registered accounts and strategic asset allocation. This service helps individuals and businesses optimize after-tax returns while maintaining compliance.
Estate Planning
Our specialists assist in creating estate plans that ensure smooth asset transfer to beneficiaries. Services include will reviews, trust establishment, and probate minimization strategies. We work with legal professionals to create comprehensive plans that reflect clients' wishes and protect family interests.
Retirement Accounts
We manage various retirement accounts including RRSPs, TFSAs, and IPPs. Our advisors help clients maximize contributions, optimize growth, and navigate withdrawal rules. This service supports individuals in building sustainable retirement income streams through strategic investment choices.
People
Glen Yuill
President & CEO
Founder with 40+ years in finance, established Candor Financial in 1996 to support independent advisors. Holds BA, CEA, and LLQP designations. Focuses on creating efficient back-office solutions for financial professionals.
Michael Yuill
Chief Compliance Officer
Business Administration graduate with 18+ years at Candor Financial. Led transition to advanced back-office systems. Ensures regulatory compliance while maintaining operational efficiency for advisor support services.
Jennifer Pluimers
VP Business Development
BA Economics graduate with 18+ years in mutual funds. Supports advisors and clients while working toward Certified Financial Planner designation. Focuses on expanding product knowledge and client service capabilities.
Carol DeBartolo
Accounts Manager
15-year veteran overseeing client accounts and daily operations. Manages administrative functions and client inquiries. Provides critical support to executive leadership while maintaining financial records accuracy.
Brian Machan
Certified Financial Planner
CFP with 15+ years experience offering personalized investment plans. Former TD Canada Trust and RBC banker. Teaches financial literacy through Junior Achievement Canada. Specializes in tax-efficient wealth accumulation strategies.
Questions
What investment products do you offer?
We provide mutual funds, GICs, TFSA/RRSP accounts, segregated funds, and specialty investment vehicles from 25+ top Canadian fund providers.
How do you ensure investment security?
All client funds go directly to chosen investments. Transactions require client and compliance department approval. We never hold client money directly.
What qualifications do your advisors have?
Our advisors hold designations like CFP, CPA, and CEA. They undergo rigorous screening and have 15-40 years of industry experience.
How are you different from banks?
As an independent dealer, we're not tied to specific institutions. This allows unbiased recommendations across all major fund companies.
What planning services are available?
We offer portfolio architecture, tax planning, estate strategies, succession planning, and insurance analysis tailored to individual circumstances.
How do you support financial advisors?
We provide advanced back-office systems, compliance support, and access to 25+ fund companies while handling administrative tasks efficiently.
