At C. I. Financial, we believe in the power of a holistic financial plan to help you achieve both your personal and business goals. Our wide range of services and products are designed to provide a comprehensive approach to your financial needs.
Investments:
- GIF Select featuring IncomePlus from Manulife Investments
- Segregated Funds
- Guaranteed Investment Certificates (GICs)
- Tax-Free Savings Account (TFSA)
- Term Deposits
- Tax Advantaged Investments
- Annuities
Banking: Our banking products offer convenience and flexibility to support your financial goals.
- High-Interest Accounts
- Leverage Loans**
- RRSP Loans
- Line of Credit
- Chequing and Savings Accounts
Insurance Protection: Protect what matters most with our insurance solutions.
- Insure Right
- Term Life Insurance
- Critical Illness Insurance
- Living Care Benefits
- Group Benefit Packages Insurance
- Travel Insurance
Our Strategies: We offer a range of strategies to help you navigate your financial journey.
- 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
**Please note that using borrowed money to finance the purchase of securities involves greater risk. If you choose to borrow money for securities, you are responsible for repaying the loan and paying interest as per the terms, even if the value of the securities declines.
Experience the difference of C. I. Financial in guiding you towards your financial aspirations. Let us help you create a comprehensive financial plan that aligns with your unique needs.
Contact us today to embark on your financial journey.