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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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...
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...