About

Canadian Investment Services (CIS) is a financial firm offering unbiased investment advice, education, and a range of ancillary services including tax practice, financial planning, mortgage services, estate planning, and insurance solutions. Founded by Gerry, who has extensive experience in both tax and investment sectors, CIS provides personalized investment strategies across regulated and non-traditional markets, emphasizing real estate and alternative investments. The company operates as CIS Financial Group, delivering comprehensive financial services to clients seeking diversified investment opportunities and tailored financial planning. CIS emphasizes client education and access to a broader spectrum of investment products than typical licensed advisors, positioning itself as a trusted advisor rather than a product salesperson.

Products & services in Etobicoke

Financial planning Investment management Tax preparation Tax preparer Insurance service Banking service Estate planning Holding company Investment manager Wealth management Mortgage servicing Mortgage service Tax Preparation service Financial service Investment firm

Keywords

financial planner

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