Company News & Milestones
June 2017 - CFM has added Ed Canty to the firm as an associate advisor. Ed graduated from the University of Tampa in December of 2016 with a Bachelor of Science in Finance.
January 2017 - CFM moved our Naples office, about 100 yards down the road to a new location at 5129 Castello Drive, Suite #1. This location will provide us with a comfortable office environment, more meeting space, and we will be better able to brand and market our business services in Southwest Florida.
September 2016 - The 4th Annual Mike Canty Golf Outing took place at the Schenectady Municipal Golf Course. CFM is proud to be a corporate sponsor for this annual fundraiser. The one day golf event raised over $30,000 for the Memorial Fund to support educational scholarships.
October 2015- CFM releases CFM_Quarterly_Investment Commentary for our take on the economy and financial markets.
September 2012 - The 10th Annual Mike Canty Family 5K Fun Run was held in Central Park, Schenectady, NY. The Fun Run was a tremendous success, and over a 10-year time frame the 5k Fun Run raised over $350,000 for Mike's Memorial Fund.
January 2012 - CFM Employee Maureen Walsh obtained her IRS Enrolled Agent license through the US Department of Treasury.
January 2012 - Bill Canty completed his three year term on the Saratoga County Chamber of Commerce Leadership Advisory Board.
December 2008 - Bill Canty completed his voluntary service on the Board of Directors for the Saratoga County Chamber of Commerce. He served as Chairman in 2006, Vice-Chairman in 2005, and Treasurer in 2004. The Saratoga Chamber is one of the largest in NY State with over 3,000 members.
January 2008 - CFM Employee Kathy Flynn obtained her IRS Enrolled Agent license through the US Department of Treasury.
June 2007 - Canty Financial Management filed as a Registered Investment Advisor under the rules and regulations of the Securities and Exchange Commission (SEC).
December 2006 - CFM employee Maureen Walsh became licensed as Registered Investment Advisor Representative.
January 2006 - Canty Financial Management began offering Tax and Investment Advisory in Naples, Florida.
July 2004 - Bill Canty served as President of the Ballston Spa Rotary Club. Rotary initiates community projects Worldwide to address some of today’s critical issues such as Pure Water, AIDS, Hunger, and Polio eradication.
November 2000 - CFM employee Tina Alteri became licensed as Certified Public Accountant (CPA).
January 1999 - Bill Canty earned the Certified Financial Planner practitioner designation (CFP).
January 1996 - Bill Canty completed his 11-year employment career with the NY State Comptrollers Office and the NY State Education Department.
November 1992 - Bill Canty became licensed as Certified Public Accountant (CPA).
January 1986 - Canty Financial Management was created by Bill Canty as a Tax Preparation firm in Albany, NY.