Recognizing the need for an investment planning platform to follow four core elements as fundamental cornerstones to the investment planning process, Canadian Investment Services was established these four beliefs;
INFORMING & EDUCATING CLIENTS
Clients that have a better knowledge of the investment industry are better able to make investment decisions for themselves.
ACCESSING ALL INVESTMENT MARKETPLACES
Clients are much better served by having access to all of the investment products available to them in all of the 5 separately regulated investment marketplaces.
The overall investment planning process should include a strong understanding of Canadian taxation given taxes are integral to many different investment strategies as well as being a clients largest expense throughout their lifetime.
Clients may very well be better served by considering other options than traditional RRSPs for retirement and tax savings.