About C.I. Financial
Alberta advice, built on relationships that last
Independent financial planning for the people who keep this province running.
Our story
Nearly 40 years of steady guidance
C.I. Financial was founded in Cold Lake in 1988 with a simple belief: good financial advice should feel personal, honest, and built for the long run. We later moved to Sherwood Park, and decades on, that belief has not changed.
We have grown alongside Alberta’s energy sector and business community, guiding professionals, entrepreneurs, pre-retirees, retirees, and surviving spouses through pensions, markets, and life’s turning points.
Our mission
To protect your income today and your legacy tomorrow
We help you convert a career of effort into security you can rely on, and a legacy that quietly takes care of the people you love long after you are gone.
What makes us different
More than a fund shop
- Estate value is not lost. We use strategies that replicate secure income while preserving estate value for your family.
- Owners who stay. You work directly with advisors who have decades in the industry, not a rotating cast.
- Referral-driven, not sales-driven. Our practice grew because clients send us the people they care about.
- Local and reachable. We are based in Sherwood Park, rooted in the community we serve.
Ready when you are
Meet the team behind your plan
Sit down with an advisor who will treat your goals like their own.