Our Story

The story of Canadian Investment Services starts with current 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 spending many more years working in various investment industries which included all of the 5 separately regulated investment marketplaces, which are:

1) Public – Stocks & Bonds

2) Public – Mutual Funds
3) Private Equity
4) Mortgages
5) Insurance

This background diversification 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. These financial experiences led to the creation of Canadian Investment Services, which is an investment platform used by third parties to help people invest their money.

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.

TAX CONSIDERATIONS
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
.

RETHINK RRSPs
Clients may very well be better served by considering other options than traditional RRSPs for retirement and tax savings.

If you’re ready for these four core elements to become part of your overall investment planning process, then you’re ready to work with Canadian Investment Services.

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