How We Can Help

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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Today and Tomorrow

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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Growing Your Wealth

Extensive experience working with executives helps us meet the goals of our clients. Working with individual pension plans, retirement compensation plans and executive topups, we...

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Protecting Your Wealth

Sometimes the best investments are the ones that allow you to forget about them altogether.  We understand the need for many of our clients to maintain a solid guaranteed base...

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Recent Posts

Investing Your Money Wisely

At CI Financial  we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. Investments GIF Select featuring IncomePlus from Manulife Investments Segregated Funds Guaranteed Investment Certificates (GICs) Tax-Free Savings Account (TFSA) Term Deposits Tax Advantaged...

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...