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 Investments
Banking
Annuities

The available banking products include:

High Interest Accounts
Leverage Loans**
RRSP Loans
Line of Credit
Chequing and Savings Accounts
Insurance Protection

Insure Right
Term Life Insurance
Disability Insurance
Critical Illness Insurance
Living Care Benefits
Group Benefit Packages Insurance
Travel Insurance

The Following are some of the strategies that we offer:

  • In-Trust Investments
  • Estate Conservation and Protection
  • Non-Registered Investments
  • Registered Retirement Savings Plans (RRSPs)
  • RRIF, LIF, RLIF
  • Leveraging
  • Registered Education Savings Plans (RESPs)
  • Insured Retirement Portfolios
  • Estate Bonds

**Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.

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