PREPARATION
MANAGEMENT
PLANNING
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.
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
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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 (which is in Beta format) 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 it here for FREE to help kickstart your financial planning for the future. It’s free. It’s simple. It’s yours today. When you download our financial vision planner you also get immediate access to our Financial Planning Club, giving you access to monthly webinars that help you get a better understanding of your finances.
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.
Introducing the CIS Private Bank of Investment Capital (CIS-PBIC)
Are you searching for the latest investment opportunities to help bolster your financial portfolio? We have created an exclusive database of potential investors who want to be first to access the latest investment-related information curated by CIS.
The CIS-PBIC is not a bank, it is an opportunity for you to join our exclusive shortlist of investors looking to drive growth into their financial planning and investment portfolios. We provide you with detailed information regarding the most promising investment opportunities, such as joint-venture real estate fix ‘n flips and various promising leads from our affiliates, to give you more possibilities for investment diversification. Are you in?
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.
Debt Consolidation
Every so often you may need some help and guidance with how to manage and consolidate your debt. Our team of debt consolidation specialists are here to help you.
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
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…
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…
Private Mortgage Lending as an Investment Opportunity
Private mortgage lending is a very popular way for people with money (lenders) to generate a solid return on…
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.
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.