PREPARATION
MANAGEMENT
PLANNING
PLANNING
We prepare you to make better financial decisions while we broaden your access to investment opportunities.
We help investors reimagine how they receive their investment advice. We are committed to providing our clients education and information with unbiased investment solutions that suit their individual needs, to help them access the future they envision for themselves.
Given our strong tax and business background we not only become your investment advisors – we become your trusted financial and business advisors too.
Canadian Investment Services
The only way to grow your money is to be in the know. That’s why we focus on educating our clients about the investment marketplace and the various products available to them. This means CIS = EIS
=
Education
We focus on educating our clients on the investment marketplace as well as various investment opportunities available to them. We, in turn, learn about every client’s needs in order to offer unbiased investment advice.
Information
We provide clients with detailed investment data so they are able to make informed decisions when selecting the right investment options.
Selection
Through this, we create investment solutions tailored to our clients’ needs.
The System Is Broken
Some investors know this, but many do not. The regulation of today’s investment marketplace makes it impossible for investors to receive unbiased independent investment advice from their licensed financial advisors. Today’s licensed financial advisors do not have a fiduciary responsibility to their clients, instead, they have a fiduciary responsibility to the company that licenses them. As such, today’s licensed financial advisors become salespeople for those companies and their financial products, thereby forgoing many other investment opportunities that their clients may want access to.
Today’s investors need to ask themselves, “Am I invested in something I want to be invested in, or am I invested in something that has simply been sold to me?”
FREE Financial Planning tool - CIS Financial Vision!
Are you interested in planning your financial future but don’t know where to start? Are you tired of the complex and hard to use financial planning softwares’ out there?
We have developed our own financial planning program and it focuses on keeping it simple, easy to use and easy to understand, while containing all the necessary functionality for anyone to forecast and visually illustrate their financial future.
Download our first version here for FREE to help kickstart your financial planning for the future. It’s free. It’s simple. It’s yours today.
Free Monthly Financial Webinars
Join us every month for a free financial webinar hosted by our team of industry experts. During our webinars you can expect to learn about various topics including, financial planning, investment management, taxation, and more. We encourage all attendees to bring any questions and topics they wish to discuss.
Investment services
Investment Advice
We offer experienced unbiased investment advice and guidance to anyone looking to enhance and diversify their investment portfolio. Trust the specialists.
Regulatory Investment
We inform and guide you towards making smart investment decisions within the regulatory investment market
Real Estate Investment
We have extensive experience in real estate-related investments which continues to bolster our alternative investment opportunities.
Apartment Building Joint Ventures
Are you looking for the latest investment opportunities to help bolster your financial investment portfolio? Do you like investing in multi-unit residential buildings as much as we do? How does ownership in a fully managed apartment building sound? At CIS, we create joint venture partnerships between investors and investment firms who have access to apartment building acquisitions.
As such, we are constantly seeking investment partners who are interested in working with CIS to supplement their investment portfolios in this area of investment diversification. Interested in learning more?
Ancillary services
Tax Practice
We take care of all your personal and corporate tax needs with a specialized focus on minimizing your taxes which helps you improve and secure your financial future.
Financial Planning
When you use our financial planning software, CIS Financial Vision, you get an ongoing visualisation of your financial life which we can use to strategise your financial future.
Mortgage Service
Our team of mortgage professionals will work with you to get the best mortgage terms and rates.
Estate Planning
It's never too early to focus on estate planning. Ensure that your family is well taken care of in the unfortunate event that you pass away. We can give you peace of mind knowing that the one's you loved are covered.
Insurance Service
We work with you to assess your insurance needs and pair you with the right insurance professional to make sure you get the coverage you need.
Education Page
Work with us
Associates
Our innovative CIS platform was associates such as real estate agents, accountants, bookkeepers, mortgage brokers, and insurance agents to provide their clients with a wider range of investment opportunities.
Partner with Canadian Investment Services and add value for your clients by gaining access to our multi-channeled investment markets.
Provide your clients with broader investment options through Canadian Investment Services.
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.