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,...
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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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Watch our webinar to learn key fundamental strategies for Mastering your Financial Future Welcome to the webinar recording! Below is a brief agenda to guide you through the topics covered. Segment 1: Investment Accounts in Canada – RRSP: – Benefits, tax advantages, contribution limits, withdrawal...
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...