Broadening your access to investment opportunities

We prepare you to make better financial decisions

We help investors reimagine how they receive their investment advice. We are committed to providing our clients education and information with unbiased investment solutions that suit their individual needs, to help them access the future they envision for themselves.

Given our strong tax and business background we not only become your investment advisors – we become your trusted financial and business advisors too.

About Us

Canadian   Investment   Services

The only way to grow your money is to be in the know. That’s why we focus on educating our clients about the investment marketplace and the various products available to them. This means CIS = EIS

Education

We focus on educating our clients on the investment marketplace as well as various investment opportunities available to them. We, in turn, learn about every client’s needs in order to offer unbiased investment advice.

Information

We provide clients with detailed investment data so they are able to make informed decisions when selecting the right investment options.

Solution

Through this, we create investment solutions tailored to our clients’ needs.

The System Is Broken

Some investors know this, but many do not. The regulation of today’s investment marketplace makes it impossible for investors to receive unbiased independent investment advice from their licensed financial advisors. Today’s licensed financial advisors do not have a fiduciary responsibility to their clients, instead, they have a fiduciary responsibility to the company that licenses them. As such, today’s licensed financial advisors become salespeople for those companies and their financial products, thereby forgoing many other investment opportunities that their clients may want access to.

Today’s investors need to ask themselves, “Am I invested in something I want to be invested in, or am I invested in something that has simply been sold to me?”

Investment services

Investment Advice

We offer experienced unbiased investment advice and guidance to anyone looking to enhance and diversify their investment portfolio. Trust the specialists.

Regulatory Investment

We inform and guide you towards making smart investment decisions within the regulatory investment market

Real Estate Investment

We have extensive experience in real estate-related investments which continues to bolster our alternative investment opportunities.

Introducing the CIS Private Bank of Investment Capital

(CIS-PBIC)

Are you searching for the latest investment opportunities to help bolster your financial portfolio? We have created an exclusive database of potential investors who want to be first to access the latest investment-related information curated by CIS.

The CIS-PBIC is not a bank, it is an opportunity for you to join our exclusive shortlist of investors looking to drive growth into their financial planning and investment portfolios. We provide you with detailed information regarding the most promising investment opportunities, such as joint-venture real estate fix ‘n flips and various promising leads from our affiliates, to give you more possibilities for investment diversification. Are you in?

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Ancillary services

Tax Practice

We take care of all your personal and corporate tax needs with a specialized focus on minimizing your taxes which helps you improve and secure your financial future.

Financial Planning

When you use our financial planning software, CIS Financial Vision, you get an ongoing visualisation of your financial life which we can use to strategise your financial future.

Mortgage Service

Our team of mortgage professionals will work with you to get the best mortgage terms and rates.

Debt Consolidation

Every so often you may need some help and guidance with how to manage and consolidate your debt. Our team of debt consolidation specialists are here to help you.

Insurance Service

We work with you to assess your insurance needs and pair you with the right insurance professional to make sure you get the coverage you need.

Quarterback Program

Join our do-it-yourself financial planning program that gives you access to the right kinds of financial professionals with the advice and assistance you need.

Education Page

Work with us

Third-Party Affiliates

Our innovative CIS platform was created for third-party affiliates such as real estate agents, accountants, bookkeepers and mortgage brokers to provide their clients with a wider range of investment opportunities.

Partner with Canadian Investment Services and add value for your clients by gaining access to our multi-channelled investment markets. Collaborate with us and be rewarded with an attractive revenue sharing referral program.

Provide your clients with broader investment options through Canadian Investment Services.

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For the do-it-yourselfer's

Financial Quarterback Program

Are you the type who likes to manage your financial planning yourself? Our Financial Quarterback Solution might just be the answer for you!

Your Financial Quarterback provides you with custom financial planning and one-on-one consultations from our financial experts, access to certified financial planners, accredited mortgage professionals, chartered professional accountants, and industry-leading business coaches. We become your one-stop-shop for all your financial needs for only $500 per month.

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Free Consultation Call

We are invested in educating our clients so they are able to make informed decisions regarding their financial future. Be in the know with Canadian Investment Services. Book a free consultation now to learn how we can help you.

Book a consultation