Ancillary Services

Tax Practice

CIS has a specialised Tax Practice division, taking care of all your tax-related needs with a focus on how we can improve your financial future.

We prepare personal, corporate, and trust income tax returns, allowing us to make investment decisions which take various income tax implications into account for your financial benefit.

Financial Planning

At CIS, we have created our own internal financial planning software program, called Financial Vision, which helps our clients easily visualize their investments as well as their financial life into their future. Our clients end up with a very simplistic snapshot of their finances, displayed on a very easy to read and understand spreadsheet, which can easily be adjusted to reflect desired and targeted variables such as rates of return, spending habits, income expectations as well as any variables required.

Financial Vision has also become a great tool to not only deal with client assets and finances, but it also becomes a great tool to visualize and discuss various estate planning needs and issues. We are so proud of our internally created financial planning program that we make it available for anyone to use on their own absolutely free. Just click here for your free copy of Financial Vision.

Mortgage Services

For the benefit of all CIS clients, we are proud to have one of Canada’s best mortgage brokers belonging to our network, David Grossman of Rock Your Mortgage/Real Mortgage Associates Inc is a mortgage professional and has worked with many of our CIS clients over the years. David is the ultimate mortgage professional and has developed a unique niche in the alternative lending marketplace by servicing a diverse sector of individuals and businesses.

At CIS, we are very proud to offer David’s professional mortgage services to our network of clients as well as making these services available for our 3rd party CIS Associates.

Insurance Services

Through our extensive referral network, we offer access to many different and diverse licensed insurance agents. At CIS we understand the insurance industry very well and, as such, we properly represent the needs of our client when working with the various licensed insurance agents who belong to our network. 

The insurance needs of any individual or business become much better served when CIS works on behalf of our clients with a licensed insurance agent.

Debt Consolidation

At different times in our lives, people can find themselves in need of discussions regarding debt consolidation strategies or even consumer proposal solutions. At CIS we not only have extensive experience to help these people through our Mortgage Services department, but we also have to access to Certified Insolvency and Restructuring Practitioners to help our clients in certain situations.

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?

Quarterback Program

For the do-it-yourselfer

Our exciting new Financial Quarterback Program gives you a complete stack of information and advice from our financial experts to help bolster your financial planning future. We utilize our proprietary financial planning software, Financial Vision, to not only focus on your overall financial planning but to strategize the reduction of your biggest expense, which is income taxes. We love working with do-it-yourselfers and/or people who feel let down by their current financial advisors.

Finally, the solution for these people is available by working with a Financial Quarterback who provides them 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 in answering all your questions from financial planning, to mortgage strategies, to tax preparation and more! You get ongoing time with all our specialists, plus a whole lot more, for only $500 per month. Let Your Financial Quarterback Program help you plan and strategize your financial growth through expert analysis and guidance.

The most unbiased investment advice that a client can receive comes from someone who is not tied to the sale of a product. That’s us.

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.

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