Third-Party Affiliates 

Do you have a business with a database of clients in need of financial and/or investment advice? 

Are your clients aware of the limitations of their current investment advisor?

Do you want to ensure your clients’ best interests are always being served? 

Join Canadian Investment Services as a Third-Party Affiliate and provide your clients with access to unparalleled investment opportunities.

How it works

Our innovative Canadian Investment Services platform was created for Third-Party Affiliates such as real estate agents, accountants, bookkeepers, mortgage brokers, insurance agents and tax preparers, or any other business with a client-focused database who recognize the added value benefit they can provide in creating suitable and unbiased investment solutions for their clients. 

The businesses we work with understand the current malfunctions of today’s investment marketplace which has evolved into a sales-driven, biased process and realize that the best interests of their clients are currently not being met. They are unaccepting of this and have found their clients can be much better served under the Canadian Investment Services platform building lifelong affiliations with Canadian Investment Services while adding an additional revenue stream to their own business.

For our Third-Party Affiliates, we provide:

  • A complete investment platform for their clients to access the various investment products available in the marketplace
  • Education and information for you and your clients to ensure the product selection becomes a shared responsibility for both the client and the advisor
  • Professional resources to ensure a high level of service for your client
  • Ongoing educational information sessions to ensure updated investment information is available 
  • Guidance and mentorship to ensure the value added benefits are properly provided 
  • Attractive revenue sharing program

Choose your role as a CIS

You are able to select how involved you would like to be as a Canadian Investment Services third-party affiliate, by becoming either a Referral Partner or an Associate.

Referral Partner

If you want to stay hands off but you have clients looking to diversify their investment portfolio then simply refer them to Canadian Investment Services and we will work with them directly. You will benefit from our attractive referral program with each client you refer to us.


If you want to be hands on and add financial and/or investment advisory services to your business’s service offering, then choose to become a Canadian Investment Services financial and investment advisor. We provide you with all necessary resources, education and assistance regarding all Canadian Investment Services investment products to present your clients when you choose to work with us.

An Associate is required to become a member of our Financial Planning Club which will allow further access to new clients as well as access to financial tools to work with those clients.

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