Empowering Financial Security with a Modern Group Retirement Plan At C. I. Financial, we recognize the importance of providing greater financial security for employees and their families through a well-designed Group Retirement Plan. Our innovative approach seamlessly integrates with your company’s overall compensation strategy, offering numerous benefits...

Your business interests form a crucial part of your asset portfolio, and their preservation is integral to securing your long-term financial well-being. In today’s uncertain times, it is essential to plan for unforeseen circumstances that may affect your executives’ ability to continue in their roles. At C. I. Financial, we specialize in...

An incorporated firm with an interest in the financial welfare of their senior executives and business owners should consider engaging with the tax- effective individual pension plan advice that we provide. This is because individual pension plans are the perfect alternative to registered retirement savings plans where wealthy people are involved. The Canada...

If you haven’t yet explored the advantages of Private Health Services Plans (PHSPs), it may be because they are a home-grown Canadian solution. PHSPs provide an affordable and comprehensive healthcare option for small to medium-sized business owners and their senior staff while offering tax relief. If the following align with your personal goals or if you...

Employee Benefit solutions for your unique objectives Employee benefits carry substantial financial implications for employers and hold a vital role in supporting the well-being of their workforce and families. At C. I. Financial, we understand that every business has distinct objectives. Acknowledging this diversity, we are dedicated to delivering innovative...

The success of any business hinges on the invaluable contributions of key executives. From shaping business strategy and cultivating a loyal customer base to overseeing financial performance and guiding personnel, their expertise is irreplaceable. Consider the detrimental impact the loss of a key executive could have on your business, including the costs...