Introducing the CIS Financial Quarterback Program 

Your ongoing personalised access to financial specialists and complete stack of professional financial planning resources for only $500pm.

Are you a financial do-it-yourselfer?

Do you prefer to be hands-on with your financial planning, tax preparation, and/or mortgage handling, but still require some professional financial guidance and advice at times?

Do you want ongoing access to detailed information, advice, and guidance by our financial professionals and business coaches at a fraction of the cost? 

Our Financial Quarterback Program is perfectly suited to financial do-it-yourselfers – people who prefer to take an active role in their financial planning, taxes, and mortgages – and/or people who feel let down by their current financial advisors.

 

Introducing the CIS Financial Quarterback Program

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 also to strategize the reduction of your biggest expenses – income taxes and mortgage fees. Through our personalized financial guidance, you will be able to strategize your own financial planning to reduce your annual income taxes and mortgage fees while also being informed and having access to many different investment opportunities for your consideration.

 

What you get

For only $500 per month, CIS Financial Quarterback provides you with customized financial planning and one-on-one consultations from our financial experts, including CIS founder Gerry J. Hogenhout. You also get ongoing 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!

CIS Financial Planning Program

We provide you with our financial planning software, Financial Vision, and our financial specialists will advise you how to use this tool to bolster your personal finances. In addition, you will receive:

  • Program updates
  • Instructional tutorials
  • Assistance and consultations (Zoom, email, phone)

Financial Planning

Our financial specialists will advise and guide you through specific financial strategies that are curated by Canadian Investment Services. In addition, you will receive:

  • Access to a Certified Financial Planner
  • Financial planning strategy sessions
  • Estate planning illustrations
  • Assistance and consultations (Zoom, email, phone)

Mortgage Advice

Our mortgage specialists help you strategize your financial future and help you reduce your monthly expenditures through sound financial planning. In addition, you will receive:

  • Access to an Accredited Mortgage Professional
  • Mortgage strategy sessions
  • Assistance and consultations (Zoom, email, phone)

Tax Preparation

We help plan and organise all your tax-related requirements and help you reduce your annual tax expenses through robust financial planning. In addition, you will receive:

  • Access to a Chartered Professional Accountant
  • Assistance for us to help you prepare your own personal income tax return
  • Discounted rate if you want us to prepare your personal, corporate or trust tax returns
  • Assistance and consultations (Zoom, email, phone)

Business Coaching

If you own a business or are looking to start one then you need the support of financial specialists who can guide you through each step of the process. We will provide you with:

  • Professional business coaching and advice
  • If you have a corporation, we become your virtual controller to discuss any business and corporate strategies that you require (we help you make your tough decisions)
  • Free assistance and consultations for all of your financial needs (Zoom, email, phone)


You get all this for a low fee of only $500 per month, which we structure as a tax-deductible expense

(meaning CRA helps you pay for this service)

No contracts, no commitments, no ongoing obligations.

Sign up now

Let the CIS Financial Quarterback Program help you plan and strategize your financial growth through expert analysis and guidance.

Book a consultation