Financial Services

financial-services

CIC Financial offers recommendations & strategies to maximize your earnings to best reach your life goals. We help you with your investments, insurance, retirement and estate planning as well as your taxes. We’re here to create a positive future for you and your family.

Our Financial Services

  • Financial Planning

    Have you set long-term goals for yourself? Looking for an effective way to obtain these goals? CIC establishes a financial plan to assist you every step of the way.

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  • Taxes for post-secondary students

    Are you a parent with a student in post-secondary education?

    The following documentation should be included when submitting your documents for tax preparation.

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  • Retirement Planning

    When and where do you begin planning for your retirement? CIC can assist you in the creation of your retirement plan.

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  • Insurance

    Our Insurance experts have the knowledge to analyze your needs and ensure you receive the right amount of coverage at the best possible rate.

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  • Tax Preparation

    CIC knows your financial situation, which allows us to maximize your refund for you. Trust a CIC professional to ensure the best tax strategy is utilized.

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  • Estate Planning

    CIC helps you put a plan in place that can save your family & loved ones a great deal of financial and emotional heartache giving you peace of mind.

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  • Gifting Money

    When family and friends give money to your children, this would be an excellent opportunity to take advantage of this service.

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