Ancillary Services

Tax Practice

CIS has a specialised Tax Practice division, taking care of all your tax-related needs with a focus on how we can improve your financial future.

We prepare personal, corporate, and trust income tax returns, allowing us to make investment decisions which take various income tax implications into account for your financial benefit.

Financial Planning

At CIS, we have created our own internal financial planning software program, called Financial Vision, which helps our clients easily visualize their investments as well as their financial life into their future. Our clients end up with a very simplistic snapshot of their finances, displayed on a very easy to read and understand spreadsheet, which can easily be adjusted to reflect desired and targeted variables such as rates of return, spending habits, income expectations as well as any variables required.

Financial Vision has also become a great tool to not only deal with client assets and finances, but it also becomes a great tool to visualize and discuss various estate planning needs and issues. We are so proud of our internally created financial planning program that we make it available for anyone to use on their own absolutely free.

Learn More

Mortgage Services

For the benefit of all CIS clients, we are proud to have one of Canada’s best mortgage brokers belonging to our network, David Grossman of Rock Your Mortgage/Real Mortgage Associates Inc is a mortgage professional and has worked with many of our CIS clients over the years. David is the ultimate mortgage professional and has developed a unique niche in the alternative lending marketplace by servicing a diverse sector of individuals and businesses.

At CIS, we are very proud to offer David’s professional mortgage services to our network of clients as well as making these services available for our 3rd party CIS Associates.

Insurance Services

Through our extensive referral network, we offer access to many different and diverse licensed insurance agents. At CIS we understand the insurance industry very well and, as such, we properly represent the needs of our client when working with the various licensed insurance agents who belong to our network. 

The insurance needs of any individual or business become much better served when CIS works on behalf of our clients with a licensed insurance agent.

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.

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