Private Health Service Plans
If you haven’t yet explored the advantages of Private Health Services Plans (PHSPs), it may be because they are a […]
Employee Retirement Savings Plans
Employee Benefit solutions for your unique objectives Employee benefits carry substantial financial implications for employers and hold a vital role
Key Person Protection
The success of any business hinges on the invaluable contributions of key executives. From shaping business strategy and cultivating a
Health and Dental
In Canada, we are fortunate to have one of the world’s leading healthcare systems. However, relying solely on provincial government
The Most Important Retirement Planning Questions to Ask
In the realm of good planning, our philosophy at C. I. Financial revolves around listening, asking thoughtful questions, and then
How Much Insurance is Too Much?
In today’s world, everyone understands the importance of life insurance in safeguarding the financial security of their loved ones. However,
Health Care Spending Account
If you’re interested in maintaining employee satisfaction while effectively managing operating costs, a health spending account with flexible options is
Retirement Compensation Account
Retirement Compensation Accounts (RCAs) offer a range of advantages for business executives and key staff, making them an ideal vehicle
Structuring Tax Effective Income Streams
Income investors and retirees face a difficult environment. Not only do traditional income producing investments offer low yields, they are
Pension Style Asset Management
We specialize in asset management services to individual investors throughout Canada. Our portfolio of recommended choices includes a range of