C I Financial Ltd
CI Financial Ltd provides wealth management, financial consulting, and asset management services with a focus on retirement planning and protecting client wealth. They offer life insurance, business solutions, and investment planning tailored to executives and high-net-worth indi
- Emphasis on tax & financial planning
- Free initial consultation
Strong fit for tax & financial planning.
CI Financial Ltd provides wealth management, financial consulting, and asset management services with a focus on retirement planning and protecting client wealth. They offer life insurance, business solutions, and investment planning tailored to executives and high-net-worth individuals.
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What they're known for.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Sherwood Park families.
Sherwood Park, AB
Compare with similar Sherwood Park providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| C I Financial Ltd · this provider | — | — | Tax & Financial Planning |
| Peter B Mason Real Estate Lawyer | 773 | 4.8 | Wills & Estates |
| Israel & Gerity, PLLC | 175 | 4.2 | — |
| Sam Yau, CFP, CIM, FCSI - Raymond James Ltd. | 36 | 5.0 | — |
| Raymond James Ltd. - Taylor Cooper, CIM®, TEP | 34 | 5.0 | Tax & Financial Planning |
| JacksonWhite Law | 34 | 4.8 | — |
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