We Do That.

CIC Financial is committed to helping Canadians achieve their financial goals. We provide objective, independent, highly personalized financial planning advice. We work with you to identify your short- and long-term financial goals and provide objective recommendations based strictly on your unique needs.  Since we do not offer proprietary products or favored provider solutions through CIC Financial you have access to a broad range of competitive products.

We can help you with:

  • Full service financial planning, including:
    • One on one review of your unique situation
    • Ensuring you are maximizing savings options such as RRSPs & TFSAs
    • Review and advice on managing debt, CRA negotiations and debt consolidation
    • Efficient methods to finance large purchases such as home and car
  • Retirement planning designed to build the retirement you have dreamed of
  • Family legacy planning, including:
    • Advice for minimizing estate settlement costs and probate
    • Advice on importance of Wills/Powers of Attorney
    • Life insurance
  • Income and entitlement benefits, including:
    • Ontario Disability Support Program
    • Guaranteed Income Supplement & Allowances
    • Department of Veterans Affairs
    • Canada Pension Plan (CPP)
    • Old Age Security (OAS)
    • Disability tax credit
  • And so much more

When you work with CIC Financial we will help you ensure that your goals are specific, realistic, attainable and have a specified time frame.

What additional services does CIC Financial provide their client’s?

CIC Financial provides a full service package to ensure our clients are well taken care of. Plus we also support our clients with:

  • Annual income tax returns
  • Annual reviews
  • Full list of our services

How do I get started with CIC Financial?

Simply contact our office 905.304.8342 to arrange a free no-obligation consultation.