Sherwood Park & Edmonton Financial Advisor
Retirement, estate, and tax planning built to protect what you have earned.
C.I. Financial helps Alberta professionals, business owners, and retirees turn a lifetime of hard work into secure income today and a lasting legacy for the next generation.
38+
Years advising Alberta families
3
Advisors on your side
Why families choose us
Advice that puts your family first
Estate-first planning
Most plans stop at retirement income. Ours also protects the estate you leave behind, so more of your wealth reaches the people you love.
Independent, transparent advice
We are not tied to a single fund line. We recommend what fits your goals and explain exactly how every dollar works for you.
Nearly four decades in Alberta
Founded in 1988, we have guided professionals, business owners, and retirees through every market cycle since.
What we do
Planning for every stage of your financial life
Retirement & pension income
Turn pensions, RRSPs, and savings into dependable, tax-smart income that lasts as long as you do.
Estate & legacy planning
Preserve estate value that traditional pensions lose at death and pass more to the next generation.
Business owner planning
Buy-sell funding, group plans, and corporate structures that protect your company and your family.
Who we are
A family-minded practice with Alberta roots
For close to 40 years, C.I. Financial has been the steady hand behind Sherwood Park and Edmonton families building, protecting, and passing on their wealth.
When you sit across from us, you are talking to advisors who answer their own phones.
Let us talk
Book your complimentary consultation
A relaxed, no-pressure conversation about your goals. We will show you exactly how we can help.