About Us

Canadian Investment Services works with both individual and corporate investors as well as financial advisors who challenge the status quo of using traditional investments such as stocks and mutual funds (ie public assets) and, as a supplement, also see the value in the various real estate investment opportunities (ie private assets) that are available in the investment marketplace.

Canadian Investment Services is the only investment company in Canada to offer a full complement of investment opportunities from both the “Regulated Investment Marketplace” as well as the “Non-Regulated Investment Marketplace”.

 

THE REGULATED INVESTMENT MARKETPLACE

Stocks & Bonds (Regulated by OSC – IIROC)
Mutual Funds (Regulated by OSC – MFDA)
Private Equity (Regulated by OSC – EMD)
Mortgages (Regulated by FSCO)
Insurance (Regulated by FSCO)

These are the 5 separately licensed and governed marketplaces in the  “Regulated Investment Marketplace”, offering investments used by most traditional advisors.

 

  THE NON REGULATED INVESTMENT MARKETPLACE

Private Real Estate Joint Ventures ………………………… (real estate investment opportunities !!)
Holding Mortgages in Your RRSPs ………………………… (real estate investment opportunities !!)
Owning Your Own Rental Property ………………………… (real estate investment opportunities !!)
Private Mortgage Lending …………………….…………… (real estate investment opportunities !!)
Private Limited Partnerships ……………………………… (real estate investment opportunities !!)
Real Estate FixNFlip Projects …………….………………. (real estate investment opportunities !!)
Child Home Ownership Program …………………………. (real estate investment opportunities !!)

 

As you can see, there are many more real estate investment opportunities in the “Non-Regulated Investment Marketplace”, offering investment opportunities that are not commonly used by traditional financial advisors but are actively used by Canadian Investment Services

Our Story

The story of Canadian Investment Services starts with Founding Principal Gerry J. Hogenhout, a Chartered Professional Accountant who started off working many years in the small business and tax department of Deloitte Touche, Chartered Accountants after which he set up his own tax practice and spent many more years working in various investment industries which included all of the 5 separately regulated investment marketplaces in the province of Ontario, which are; 1) Stocks & Bonds; 2) Mutual Funds; 3) Private Equity; 4) Mortgages; 5) Insurance. This diverse background required Gerry to be licensed and regulated at different times as a stockbroker, a mutual fund representative, a private equity specialist, a mortgage agent and a life licensed insurance agent which makes Gerry the only person in Canada to have been licensed in all of the 5 regulated investment marketplaces while holding a Chartered Professional Accountant designation.

Along with his extensive investment background, Gerry has been a lifelong real estate investor which has led to the realization that there are many solid real estate investment opportunities outside of the traditional investment marketplaces of stocks & bonds, mutual funds, private equity, mortgages and insurance. Many of these real estate opportunities can be described as real estate FixNFlips, private mortgage lending (both inside and outside of RRSPs), private real estate joint ventures, owning your own investment real estate as well as many other real estate related investments which would fall under what we call, the “non regulated investment marketplace”, (which means these investment opportunities are not regulated by the Ontario Securities Commission or the Financial Services Commission of Ontario).

These financial experiences, along with the realization that real estate is a very effective tool to build an investment portfolio, led Gerry to create Canadian Investment Services.