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...
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;...
Read MoreProtection
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...
Read MoreGrowth
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,...
Read MoreGuarantees
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...
Read MoreRecent Posts
Exciting Update: Online Booking Now Available!
At CI Financial, we’re always looking for ways to make your experience with us as seamless and convenient as possible. That’s why we’re excited to introduce online booking through Microsoft Bookings! With this new tool, you can: Easily view our availability. Schedule appointments at a time that works best for you. Manage your bookings online,...