We provide financial consulting services and asset management. Our customers expect and receive the highest level of honest and dependable service. We use a holistic approach;...
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Everyone knows that life insurance is important to protect the financial security of the people you love. But it can be confusing to know what you need, how much and when. Life...
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At C. I. Financial, we leverage our extensive experience working with executives to help clients achieve their goals. Our specialized services encompass individual pension plans,...
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In the realm of investments, the best ones are often those that allow you to set them aside and forget about them. At C. I. Financial, we understand that many of our clients seek a...
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Your business interests form a crucial part of your asset portfolio, and their preservation is integral to securing your long-term financial well-being. In today’s uncertain times, it is essential to plan for unforeseen circumstances that may affect your executives’ ability to continue in their roles. At C. I. Financial, we specialize in...
An incorporated firm with an interest in the financial welfare of their senior executives and business owners should consider engaging with the tax- effective individual pension plan advice that we provide. This is because individual pension plans are the perfect alternative to registered retirement savings plans where wealthy people are involved. The Canada...