At C. I. Financial, we believe in the power of a holistic financial plan to help you achieve both your personal and business goals. Our wide range of services and products are designed to provide a comprehensive approach to your financial needs. Investments: GIF Select featuring IncomePlus from Manulife Investments Segregated Funds Guaranteed Investment...
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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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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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...
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Estate Planning
First the good news: You probably won’t get hit by a bus tomorrow. In fact, the odds are quite low. The bad news is that you could get hit by a bus tomorrow. What’s more, actuarial tables don’t lie: Someday, your proverbial bus will come. So from an estate planning standpoint, you have only two options. You can leave a tangled mess for your loved ones to...