Retirement

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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Protection

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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Growth

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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Guarantees

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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Recent Posts

Retirement Pension Rollovers

In today’s ever-changing economic landscape, many companies face closures or downsizing, presenting employees with severance or early retirement packages. When presented with these options, it becomes crucial to carefully assess the tax and financial planning implications. At C. I. Financial, we believe in the power of informed decision-making. Our...

Product Allocation

The key to maximizing retirement income and ensuring its sustainability throughout one’s life lies in implementing a well-defined Product Allocation strategy, rather than solely focusing on wealth accumulation. As Canadians navigate the challenges of transitioning into retirement, traditional financial planning and investment strategies, such as asset...