If you haven’t yet explored the advantages of Private Health Services Plans (PHSPs), it may be because they are a home-grown Canadian solution. PHSPs provide an affordable and comprehensive healthcare option for small to medium-sized business owners and their senior staff while offering tax relief. If the following align with your personal goals or if you...
Employee Benefit solutions for your unique objectives Employee benefits carry substantial financial implications for employers and hold a vital role in supporting the well-being of their workforce and families. At C. I. Financial, we understand that every business has distinct objectives. Acknowledging this diversity, we are dedicated to delivering innovative...
The success of any business hinges on the invaluable contributions of key executives. From shaping business strategy and cultivating a loyal customer base to overseeing financial performance and guiding personnel, their expertise is irreplaceable. Consider the detrimental impact the loss of a key executive could have on your business, including the costs...
If you’re interested in maintaining employee satisfaction while effectively managing operating costs, a health spending account with flexible options is the perfect solution. Not only does it contribute to employee happiness, but it also offers tax advantages. Let us explain how this innovative concept, akin to a specialized savings account, works in...
Retirement Compensation Accounts (RCAs) offer a range of advantages for business executives and key staff, making them an ideal vehicle for financing retirement goals in a tax-efficient manner. Consider the following major benefits: No contribution limits: RCAs provide flexibility by allowing contributions without the restrictions imposed by contribution...
We specialize in asset management services to individual investors throughout Canada. Our portfolio of recommended choices includes a range of independently-controlled products that seek to balance the risks in the markets. Why worry about excessive risk and volatility in your portfolio. Let us understand your risk tolerance and suggest a sensible balanced...