WELCOME TO THE CIS FINANCIAL ACADEMY !!!

Your Source for Financial Education … with a Focus on Financial Planning

ARE YOU ?

looking for high level financial education ?
looking to better understand the tax system ?
looking to better understand investments ?
looking to learn more about your own financial planning ?
looking to learn how to save taxes ?
looking to better manage your own finances ?
looking to better understand the investment marketplace ?
looking to minimize the taxes you pay when you are eventually transferring your assets through your final estate to your loved ones ?
looking to learn how to use our proprietary financial planning software, called FINANCIAL VISION ? 

IF SO, THEN THE CIS FINANCIAL ACADEMY IS FOR YOU !!!

THE CIS FINANCIAL ACADEMY - Who, What, Where, When & Why

WHO ?  (who is providing you with The CIS Financial Academy courses, and to who is it applicable)

The CIS Financial Academy was created and is operated by Canadian Investment Services founder Gerry J. Hogenhout, as well as the CIS team of Financial Planning and Estate Counselors, and is applicable to any person wanting to enhance their own financial education.  

WHAT ? (what are The CIS Financial Academy courses trying to do)

Help people better understand their your own finances, including learning about “Tax Preparation”, “Financial Planning”, “Investment Management”, “Estate Planning” while also taking you deeper into your own financial planning through our proprietary financial planning “tool /software” called FINANCIAL VISION

WHERE ? (where are The CIS Financial Academy courses offered)

The CIS Financial Academy is designed to be completely virtual, we teach you everything you need to know through virtual teaching so we have students/members located all over the world BUT we also enjoy face to face meetups so for those of you that are in the Toronto vicinity, we welcome a more personal approach to our teachings through personal and group meetups and, for the adventure seekers, we also host periodic group meetups at the 5 star Casa Marina resort located in Sosua, Dominican Republic.

WHEN ? (when can you take The CIS Financial Academy courses)

The CIS Financial Academy is designed for you to learn at your own pace, you can progress as quick as you want, or as slow as you want

WHY ? (why are we providing The CIS Financial Academy courses)

We believe people should be more involved with their own financial planning; your finances are a very big part of your life, so we feel you should have a better and deeper understanding of your overall financial life, as well as gain a deeper understanding of financial planning, retirement planning and estate planning. 

 

 

 

AT THE CIS FINANCIAL ACADEMY, WE COVER IT ALL !!!

By attending The CIS Financial Academy, you become a lifelong member which allows you continued access to our Financial Planning and Estate Architects as well as having lifetime access and learning to our proprietary financial planning “tool /software” called FINANCIAL VISION.

The CIS Financial Academy will teach you and help you learn how to do your own financial planning.

With our help, you will create your own personalized financial roadmap by working with our tax, investment, financial planning and estate experts. 

You will maximize your wealth and optimize your intergenerational wealth transfer through our tax, investment and retirement planning strategies. 

As an added bonus, you will have continued access to Gerry J. Hogenhout, CPA, CGA, CFP, AMP  as your personal “Financial Quarterback” and “Personal CFO”

BENEFITS OF JOINING THE CIS FINANCIAL ACADEMY

  • Get guidance on using CIS Financial Vision software for better collaboration with your CIS Financial Architect.
  • Collaborate with your CIS Financial Architect for ongoing support and updates.
  • Access a master financial plan integrating tax, investment, finance, and estate strategies.
  • Consult Gerry Hogenhout, principal of Canadian Investment Services, as your personal CFO for personal and corporate financial strategies. 
  • Access to the private instructional library of videos that teach you how to use our financial planning tool, Financial Vision.
  • We will ensure that your financial affairs are properly integrated from a financial planning perspective to ensure maximum tax integration with your investment management (this is a very important benefit give most people do not have proper integration between what is happening in their tax lives and what is happening in the their investment lives).

CIS will store an estate plan folder in our system with all essential estate details for easy access by your executor.

Discounted rates on Executor Services.

Reduced prices on final personal tax filing and estate trust tax returns.

Access to our partnered estate lawyers.

Given we are CPAs as well as provide investment management services, your estate planning, strategies and structures will ensure your assets will pass through your estate, to your beneficiaries, in the most tax effective way; our goal will always be to minimize the income tax that you pay on your final tax filing which will then ensure your assets will transfer to your beneficiaries in the most tax effective way possible.

 

For our tax clients, as a member of the CIS Inner Circle, you will get free ongoing CRA support for items should as CRA audits, CRA reassessments, as well as any CRA issues that come up regarding your tax filings
 
Through our thorough financial planning process, we will ensure your financial affairs are properly structured between the use of operating companies, holding companies and trusts (only when the same company looks after your tax flings and your investment management, can the financial planning process optimize your tax filings with your investment management. 
Lifetime access of our library of all of our monthly CIS webinar recordings as well as many recording specific for our CIS members.
 
An invitation to our annual week of “Fun In The Sun Learning”, were we all book into the Casa Marina Resort in Sosua, Dominican Republic for a week long adventure of learning, camaraderie and fellowship (we will be having daily educational sessions, anywhere from 1 hour to 2 hours, to discuss topics such as hands on learning how to use Financial Vision as well as many other topics and speakers in the areas of taxation, investment management and financial planning); the goal is for this to be an educational experience but also a fun experience to build relationships within our CIS Inner Circle membership as well as to show off the beauty of the Dominican Republic, which is an area that we have chosen to focus on for those people interested in investing outside of Canada. 

AFFORDABLE PAYMENT OPTIONS

Doing a financial plan can cost upwards of $6000+. We know this is the reason why many people don’t have a financial plan, so at CIS, we help you cut these costs.

Become a CIS Financial Academy Member by only paying a $750 initial up front fee plus a monthly fee of $129 for 36 months (or one lump sum payment of $5000.)

You will now become a life time member of the CIS Financial Academy.

JOIN THE CIS FINANCIAL ACADEMY and Level Up Your
Knowledge

Reserved solely for our esteemed CIS Financial Academy Members, you will receive the many benefits that are outlined above. 

To become a CIS Financial Academy member either email us at gerry@canadianinvestmentservices.com or click the link below!

Join Now!

Our Team

Our team comprises dedicated professionals with expertise in financial planning, tax strategies, estate planning, and investment management. We collaborate closely to provide personalized solutions tailored to your financial goals, ensuring you receive comprehensive and effective guidance.

Gerry J. Hogenhout

Chartered Professional Accountant - Certified Financial Planner

Tara Partridge

Estate Planner

Dhiren Avaiya

Chartered Professional Accountant - Financial Consultant

Lazarus Kaoma

Financial Consultant

  • Office +1 416-979-7426

    Direct +1 519-942-0220
  • 161 Bay Street, Suite 2700 TD Canada Trust Tower Toronto,
    Ontario M5J 2S1
  • www.canadianinvestmentservices.com
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