CF CANADA FINANCIAL GROUP - Key Persons
As Vice President of sales at CF Canada Financial, Andy leads a high performance team which is responsible for driving sales and revenue growth and developing markets. In addition to his current role, Andy also previously served as Chief Compliance Officer at CF Canada Financial where he brought tremendous value to the operational management of the company.
Andy and his team provide customized financial planning, tax and estate planning and investment advisory services to business owners, families and high net worth individuals. With over 34 years of experience, Andy specializes in developing marketing strategies for financial services and technology companies and is active in providing training and coaching to hundreds of new financial advisors.
A lifelong learner, Andy is fueled by finding new and innovative ways to deliver growth and strong client and business outcomes and his success has been recognized with numerous awards and credentials over the past three decades. Andy holds CFP, CLU, CHS, CPCA, RRC and EPC designations and has qualified as a member of the Million Dollar Round Table multiple times over the past many years. An active member of ADVOCIS, Andy has served on the fellowship committee and as an ADVOCIS liaison.
Andy's philosophy is centered around developing and training financial advisors to focus on honesty, integrity and professionalism above all else. In his spare time, he enjoys travel, reading, watching professional sports games and jogging.
Our Founder, our Mentor, and our Friend Bharat Anand was a kind man of great wit, wisdom, generosity, compassion and talent. He was the personification of humility and goodness. Bharat was survived by his beautiful wife Prati, daughter Priya, and son Neel (Avantika), living in West Vancouver.
He built a very successful career in the insurance industry with this belief. "In my opinion, the great managers are leaders, not custodians. In agency building, there can be only three priorities Recruiting and Production, compliance and everything else"
In 1975, Bharat began his career as an agent in Winnipeg. Two years later, he qualified for the Million Dollar Round Table, he entered management and quickly became New York Life`s leading Sales Manager worldwide.
In 1982, Bharat was promoted to the position of General Manager in Ottawa where he built a scratch agency into one leading and successful agency in just three years. As evidence of his commitment to developing financial advisors, managers and productive agencies across Canada he relocated to Vancouver in 1986.
In 1995 Bharat Anand was inducted into the prestigious "International Who`s Who of Professionals." He was a very articulate and motivating speaker drawing from lessons in his life to light the spark of inspiration in his audiences, speaking all over the world.
His true calling was at the start of the millennium, when he started his own company CF Canada Financial Group Inc. at a time when the distribution of financial products in Canada was undergoing significant changes; traditional career agency systems, based on sales forces employed directly by product manufacturers were proving too expensive and independent brokers were becoming a preferred and more efficient product.
CF Canada Financial Group was one the first MGA`s in B.C., a new breed of independent brokerage companies that took over the recruiting , managing and training of sales people representing product from different carriers to the clients. At that time, Bharat capitalized on his exemplary career experience both as a producer and of Canada`s most successful leaders in the insurance field; and grew it to be one of the largest premier Managing General Agency with its headquarters in his beloved city, Vancouver. He loved his work and he loved people. His belief and faith in people helped change the trajectory of many careers. Bharat was an exceptional leader. His proficiency as a builder, solid judgement and work ethic commanded respect among his peers and throughout the financial industry.
During his long and successful career Bharat was a perennial recipients of National Management and Agency Achievement awards. He served as a President of LIMAC and as a member of the Research Agency Group for LIMRA International.
He was a rare individual who successfully balanced the demands of his work and time with his family. Bharat has left a lasting legacy with a company that remains strong, purposeful and innovative. His leadership continues to inspire CF advisors, management and staff; Bharat's motto stands as CF's greatest value: "Integrity before PROFIT".
Neel Anand - CEO, Managing Director
Job Titles:
- Chief Executive Officer
- Managing Director
Neel Anand is the managing director and chief executive officer of CF Canada Financial, a leading financial services organization setting the benchmark for excellence, know-how, and customer satisfaction.
As CEO, Neel is responsible for CF Canada Financial's strategic direction and ushering in a new era for the organization, establishing CF Canada Financial as the premier network of financial advisors in Canada.
Neel brings over 20 years of comprehensive financial services and insurance experience to his role as CEO, having held multiple management and senior management positions since CF Canada Financial was founded in 2000. Neel's innovative thinking and commitment to modernizing the organization's business for the future through the application of new technology has led to the establishment of new systems and programs that are revolutionizing the financial services industry.
With a strong background in business development, strategy, and management, Neel continues to advance his father's legacy of building the largest network of independent brokers in Canada, distributing financial products and services across the country, empowering families to build stronger financial foundations and futures.
An active philanthropist, Neel is involved in various initiatives and organizations, including BC Children's Hospital and the Canadian Cancer Society, that make a positive impact on the Vancouver community.
Neel holds an MBA and over 10 years of financial and insurance experience including investment and wealth management, retirement planning, and group insurance benefits.