Join our Financial Planning Club!

Are you interested in planning your financial future but don’t know where to start?

Read More

Your ultimate source of professional and unbiased financial planning information.

Our goal is to educate our clients about the various financial planning and investment resources available to them via regular and informative articles penned by our Founding Principle, Gerry J. Hogenhout (CPA, CGA, CFP, AMP), as well as many other professional editorial and video contributors. As a result, we provide our clients with unbiased solutions tailored to their personal needs. The more you know about investment and financial planning, the more discerning you will become when choosing financial solutions that are perfect for you.

We invite you to continuously visit our Education page as it will be a regular resource of new and exciting financial planning and investment information.

Investment marketplace

For our 5th installment of our Financial Vlog series, Founding Principle Gerry J. Hogenhout CPA, CGA, CFP, AMP discusses the Investment…

Taxpayers & Corporations

Canadian Investment Services’ Founding Principle, Gerry J. Hogenhout CPA, CGA, CFP, AMP, is back with another installment of our Financial…

Registered Retirement Savings Plans (RRSPs)

For the next installment of our Financial Vlog series, our Founding Principle Gerry J. Hogenhout CPA, CGA, CFP, AMP talks about matters…

When should you start collecting your Canadian Pension Plan (CPP)?

This is a question we are frequently asked by our clients, and it is a complicated one to answer as there are a multitude of variables…

Personal Real Estate Corporations (PREC): a new and exciting opportunity for realtors

Bill 145, Trust in Real Estate Services Act, 2020 received royal assent on March 4, 2020, meaning that real estate agents in Ontario will…

Smarter Mutual Funds Investment with Canadian Investment Services

At Canadian Investment Services, it’s no secret that we prefer to lean towards real estate and other non-traditional investment options to…