About Us

For the benefit of our clients, we provide investment advice differently. We are not dictated by what a company wants us to sell. We look at the bigger picture and take insight from the world around us. We offer a diverse selection of complementary investment opportunities that strengthens portfolios and speak to your individual needs and desires for your financial future.

We are the only investment firm in Canada offering bespoke investment opportunities curated from both the traditional investment marketplace, which offers public assets such as mutual funds and managed stock portfolios, as well as the non-traditional investment marketplace, which includes private equity and real estate opportunities.

We provide unprecedented investment freedom and flexibility through tailored investment products that we believe in, many of which are real estate related investments. By combining these robust investment channels we offer sound and diverse opportunities for financial growth for every Canadian.

We view our clients’ investment goals as a partnership based on mutual trust and understanding. We aim to educate our clients on the various investment marketplaces as well as the financial products available to them in order to create tailored investment strategies suited to each and every client.

Our most treasured asset is trust bred through experience.


You deserve better and that’s what we offer

Most financial advisors operate within the parameters of only one investment sector and thus can only recommend limited products based on the restrictions of their investment licenses. This results in them failing to meet the needs of most investors, especially real estate investors, who seek broad investment opportunities based on unbiased freedom and flexibility. Why have your investment opportunities reduced to an advisor’s limitations?

Canadian Investment Services specializes in sourcing, creating, and combining a broad selection of investment opportunities in both the traditional regulated marketplace as well as the non traditional marketplace, which includes various real estate investment opportunities. We provide diverse and flexible investment solutions so every Canadian can plan their financial future tailored to their specific needs.


CIS Values

Investor first

Our investors come first, we operate with them in mind and aim to provide guidance along each step in the investing process. Investors and clients can trust that we have their best interests at heart.

Educate and inform

There are a multitude of investment opportunities available and we are committed to educating and informing our investors about the many options available to them.

Be Authentic

We never pretend to be people we’re not. Who we are is what makes us good at what we do. 

Diversity builds prosperity


We know that bringing new and differing opportunities to each investor allows for much better chances for profitable outcomes. This is why as an organization we appreciate and promote an atmosphere that encourages new ideas and different ways of thinking about investing.



Executives

Meet the team

Gerry J. Hogenhout

CPA, CGA, CFP, AMP – Founding Principle

Gerry cut his teeth in the tax department at Deloitte and Touche Chartered Accountants before entering the investment world and eventually becoming the only Canadian to be licensed in all five of the different and separate regulated investment marketplaces (stocks/bonds, mutual funds, private equity, mortgages and insurance) while also holding a Chartered Professional Accountant designation. During his investment career Gerry has become a prominent real estate investor while creating many of the real estate investment structures offered within Canadian Investment Services. With this unique investment background, as well as a desire to ensure investment clients have their best interests properly served, Gerry became the founding principle of Canadian Investment Services.

Nicole Bartol

CPA, CA – Chief Operating Officer

Nicole is a member of the Chartered Professional Accountants Association of Canada. Her background includes working many years at one of Canada’s largest public accounting firms, PwC before becoming the Lead Generation Manager for Casa Linda, a luxury vacation real estate development based in the Dominican Republic. Nicole also works as a high-level financial operations and accounting manager for businesses across the world, including the United States, Europe and Asia.

Andrew S. Adams

Legal Counsel

Andrew is a member of the Law Society of Ontario and the Dufferin County Law Association and practices primarily in the areas of residential and commercial real estate as well as mortgages. Andrew acts as legal counsel for Canadian Investment Services.

Simone Chang

Real Estate Acquisitions

Simone is a licensed realtor in the Toronto area with a wealth of experience sourcing real estate development opportunities on behalf of Canadian Investment Services and our investor base.

Shaun Chanderbahn

Real Estate Construction

Shaun is a prominent builder in the Toronto area and has built many luxury homes in his 30+ years in the home building business. Shaun is instrumental in working with municipalities and cities in all aspects relating to building permits, variances, committees, etc. Shaun is the main General Contractor for all internal real estate projects created within Canadian Investment Services. 

Sam Hogenhout

Tax & Investment Specialist

Sam actively helps out in many aspects of the day-to-day operations which include client services, tax preparation, CRA relations, real estate analysis, forecasting and structuring, along with many other functions within the Canadian Investment Services framework.

Ada Rogers

Tax Technician

Ada brings her strong public accounting background, along with her excellent computerized bookkeeping skills, into our tax department as well as into our investment department. Ada is a fantastic resource for those clients who need help with their online bookkeeping and investment platforms.

Farid Kanji

Computer Programming / Tax & Investment Specialist 

Farid brings a very strong computerized programming background to Canadian Investment Services Farid was instrumental in the creation of our proprietary financial planning software, which we call Financial Vision, and he now also assists with personal and corporate tax preparation as well as financial planning and investment strategies.