TAX
PREPARATION

INVESTMENT
MANAGEMENT

FINANCIAL
PLANNING

ESTATE
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.

About Us

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.

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Now, for a much better financial experience as well as to ensure continuous access to our new and improved version of Financial Vision, scroll down to pre-registration now for our NEW Financial Planning Club.

Join our Financial Planning Club

For those of you who are familiar with Canadian Investment Services, you know that we have revolutionized the way that investment management and investment product advice are being provided to people.

Now we are doing the same in the area of financial planning.

We are a company that challenges the traditional methods used by today’s investment companies, and we believe in providing our clients with as much information as possible to educate them about not only their financial planning but also the investment products needed in their financial plan. We truly put the best interests of our clients first by ensuring they use investment products in their financial plans that are best suited to their financial needs.

Benefits

  • The ability to communicate and network within our community.
  • Access to the complete Canadian Investment Services product line of unbiased investment products.
  • Exclusive access to regular Q&A webinars.
  • Continued ongoing education so you become better able to utilize, as well as better understand, Financial Vision.

What value do you get for $99/month?

  • A professionally prepared financial plan alone will typically cost between $3,000 - $4,000 and most offer no ongoing support.
  • Standard financial planning software usually comes at an additional charge of between $2,000 - $3,000 if purchased separately.
  • All the additional services we provide, such as access to our team of professionals, access to our cloud-based platforms, our webinars, our estate planning services, and our members-only discounts, is valued between $5,000 - $15,000.
  • Our Financial Club Members get all of these services for the low cost of just $99/month, which is tax-deductible which could reduce your fee to $50 per month.

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.

Financial Planning Club

Join our subscription based financial planning program which will not only provide you with your own customized professionally prepared financial plan, but you will also enjoy the benefits of your plan being continuously updated by our financial professionals, while also having access to these financial professionals on an ongoing basis for any of your financial and/or investment needs.

Education Page

Work with us

Third-Party Affiliates

Our innovative CIS platform was created for third-party affiliates such as real estate agents, accountants, bookkeepers and mortgage brokers 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-channelled investment markets. Collaborate with us and be rewarded with an attractive revenue sharing referral program.

Provide your clients with broader investment options through Canadian Investment Services.

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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.

Book a consultation