Retirement

We provide financial consulting services and asset management.  Our customers expect and receive the highest level of honest and dependable service.  We use a holistic approach;...

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Protection

Everyone knows that life insurance is important to protect the financial security of the people you love. But it can be confusing to know what you need, how much and when. Life...

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Growth

At C. I. Financial, we leverage our extensive experience working with executives to help clients achieve their goals. Our specialized services encompass individual pension plans,...

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Guarantees

In the realm of investments, the best ones are often those that allow you to set them aside and forget about them. At C. I. Financial, we understand that many of our clients seek a...

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Recent Posts

The 7 Secrets of High Net Worth Investors

Download: “7 Secrets of High Net Worth Investors” What Alberta’s top earners are doing right now to protect, preserve, and pass on their wealth — without guessing or...

99 Retirement Tips CI Financial E-Book

Download Your Free E-Book Here 99 Retirement Hacks for Busy Professionals: Retire Confidently in a Volatile EconomyUnlock a smarter path to retirement with 99...