Services
Investment Advice
We offer experienced and unbiased investment advice and guidance to anyone looking to level-up and diversify their investment portfolio. Trust the specialists.
When it comes to investment, a one-size-fits-all approach does not work. Today’s licensed advisors peddle investment products sold by their licensing firms which, instead of speaking directly to individual investors, serve the licensing firms. At Canadian Investment Services we provide experienced and unbiased investment education, information and advice.
The most unbiased investment advice that a client can receive comes from someone who is not tied to the sale of a product. That’s us.
The Traditional Regulated Investment Marketplace
Stocks/Bonds, Mutual Funds, Private Equity, Mortgages, Insurance
This is where 99% of today’s investors receive their financial advice from their financial advisors. However, there are 2 problems with this:
1) The majority of today’s financial advisors are licensed in only one of these marketplaces and therefore can only access financial products from that marketplace, which leads to biased financial advice.
2) The traditional regulated investment marketplace does not have access to the various types of real estate related investments that most investors want access to.
This is why we have secured direct access to all investment products in both the regulated investment marketplace and the real estate marketplace, providing our clients with unbiased investment options from both channels. This ensures our clients have full access to the many different investment opportunities available to them to boost their investment portfolio diversification for wider financial growth.
The Non-Traditional Investment Marketplace
Real Estate and other non-traditional investments
Most licensed financial advisors do not have access to this lucrative investment marketplace because of licensing restrictions and yet this is the area where we specialize. There is an abundance of real estate-related investment opportunities available for savvy investors looking to bolster their investment portfolio, and we are one of the very few firms who are able to provide it.
We educate our clients on the various benefits and considerations regarding real estate investment to ensure they have all the necessary information to determine which investment opportunity best suits their needs.
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.
Introducing Your Financial Quarterback Program
Our exciting new Financial Quarterback Program gives you a complete stack of information and advice from our financial experts to help bolster your financial planning future. We utilize our proprietary financial planning software, Financial Vision, to not only focus on your overall financial planning but to strategize the reduction of your biggest expense, which is income taxes. We love working with do-it-yourselfers and/or people who feel let down by their current financial advisors.
Finally, the solution for these people is available by working with a Financial Quarterback who provides them with custom financial planning and one-on-one consultations from our financial experts, access to certified financial planners, accredited mortgage professionals, chartered professional accountants, and industry-leading business coaches. We become your one-stop-shop in answering all your questions from financial planning, to mortgage strategies, to tax preparation and more! You get ongoing time with all our specialists, plus a whole lot more, for only $500 per month. Let Your Financial Quarterback Program help you plan and strategize your financial growth through expert analysis and guidance.