Join the CIS Financial Planning Club

Are you the type that likes to manage your financial planning yourself, but you still need a little help with the basics? Perhaps you’re a little fed-up with complicated financial planning software and you’re looking for a more simple solution. Our Financial Planning Club might just be the answer for you.  

When you join our Financial Planning Club you get our financial vision planner and  monthly financial planning webinars that will help you manage your finances more effectively.  Not only will you have access to, and use, our internally created financial planning software called Financial Vision  you will also have access to all our updates and revisions. The current version is in Beta and we’d love to hear your feedback on it.

Who is it for?

Our Financial Planning Club is perfectly suited for people who prefer to take an active role in their financial planning, or even their taxes and/or mortgage negotiations; many of our club members simply feel let down by their current or previous financial advisors and are seeking a better way.

By joining our program now you can look forward to free access to the financial vision planner, as well as monthly webinars that will help you work more effectively with the vision planner.

Monthly Webinars and Free Educational Content

Every week we’ll send you informative content that will help you become more financially savvy and once a month we will host a webinar that will help you master your financial future with the Financial Vision Planner. 

All you need to do is submit your details below and the Financial Vision Planner will be sent directly to your inbox. We will also send you monthly reminders so you never miss out on one of our learning experiences.

Join Our Upcoming Webinar

Download our Financial Vision Planner and get automatic access to our Financial Planning Club!

All you need to do is submit your details and the financial planning tool will be delivered to your inbox. You also get automatic access to the Financial Planning Club for free.

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You will also have access to Certified Financial Planners (CFPs), Accredited Mortgage Professionals (AMPs), Chartered Professional Accountants (CPAs) as well as industry leading coaches who will be guest speakers at our monthly webinars. The Canadian Investment services’ Financial Planning Club is a one-stop-shop for all your financial needs. Join now and become grandfathered into the program. Once the financial vision planner is out of Beta version we will be creating a subscription program which will entitle you to much, much more.

We become your one-stop-shop in answering all your questions from financial planning, to mortgage strategies, to tax preparation, and more!

CIS Financial Planning Program

We provide you with our financial planning software, Financial Vision, and our financial specialists will advise you how to use this tool to bolster your personal finances. In addition, you will receive:

  • Program updates
  • Instructional tutorials
  • Assistance and consultations (Zoom, email, phone)

Financial Planning

Our financial specialists will advise and guide you through specific financial strategies that are curated by Canadian Investment Services. In addition, you will receive:

  • Access to a Certified Financial Planner
  • Financial planning strategy sessions
  • Estate planning illustrations
  • Assistance and consultations (Zoom, email, phone)

Mortgage Advice

Our mortgage specialists help you strategize your financial future and help you reduce your monthly expenditures through sound financial planning. In addition, you will receive:

  • Access to an Accredited Mortgage Professional
  • Mortgage strategy sessions
  • Assistance and consultations (Zoom, email, phone)

Tax Preparation

We help plan and organise all your tax-related requirements and help you reduce your annual tax expenses through robust financial planning. In addition, you will receive:

  • Access to a Chartered Professional Accountant
  • Assistance for us to help you prepare your own personal income tax return
  • Discounted rate if you want us to prepare your personal, corporate or trust tax returns
  • Assistance and consultations (Zoom, email, phone)

Business Coaching

If you own a business or are looking to start one then you need the support of financial specialists who can guide you through each step of the process. We will provide you with:

  • Professional business coaching and advice
  • If you have a corporation, we become your virtual controller to discuss any business and corporate strategies that you require (we help you make your tough decisions)
  • Free assistance and consultations for all of your financial needs (Zoom, email, phone)

Join our Financial Planning Club Today

All you need to do is submit your details and the financial planning tool will be delivered to your inbox. You also get automatic access to the Financial Planning Club for free.

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