CIS Financial Group Overview
- Headquarters
- Toronto, Ontario, Ca
- Website
- linktr.ee
- Industry
- Financial Services
- Employees
- 7
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About CIS Financial Group
Welcome to the Canadian Investment Services LinkedIn page. Canadian Investment Services is a certified financial investment consultancy and registered tax practice based in Toronto, Canada, aimed at providing you with broad access to investment opportunities. We prepare you to make better financial decisions. Our services Investment Advice Regulatory Investment Real Estate Investment Tax Practice Financial Planning Mortgage Services Insurance Services Debt Consolidation Trust us to help you make the right decisions to plan your financial future tailored to your individual needs. Visit our website www.canadianinvestmentservices.com About Canadian Investment Services First of our kind We are the only investment firm in Canada offering bespoke investment opportunities curated from both the traditional investment marketplace (which offers public assets such as mutual funds and managed stock portfolios), as well as private equity and real estate opportunities. By combining these robust investment channels we offer sound and diverse opportunities for financial growth for every Canadian. Partnership We view your investment goals as a partnership based on mutual trust and understanding. We aim to educate you on the various investment marketplaces and financial products available to create investment strategies tailored to your individual needs. Honest Most financial planners are salespeople motivated by the interests of their stakeholders rather than their clients - this is where we differ. We provide you with unprecedented investment freedom and flexibility through tailored investment products that we source, curate, and believe in. Our only interests are yours. Education 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: CIS = EIS Canadian Investment Services = Education Information Solution
CIS Financial Group Contact Details
- People in AeroLeads
- 4
CIS Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tara Partridge | Financial & Estate Planning Architect |
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|
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| Ved Gupta | General Manager at Canadian Business | Toronto, Ontario, Canada |
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| Nikki Bartol, Cpa, Ca | Financial Coach, Consultant | Waterloo, Ontario, Canada |
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| Sam Hogenhout | Phys Ed Teacher | Orangeville, Ontario, Canada |
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|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
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