Our services
Financial Planning
Plan for your Canadian private corporation, your retirement, your next big purchase, your children’s education. Reach all of your goals with a tailor made financial mechanism by Canadian Allied's expert team, utilizing a powerful financial strategy known as Family Office Banking.
Insurance
Insure yourself with: Life insurance, Health and Dental, Disability and Home owners Insurance. Our experts will help you find a plan that will achieve your goals.
Risk Management
The correct amount of risk is not only essential to matching your personal comfort level, but to helping you to set and achieve long-term investment goals.
Proven Strategies Tailored to your Unique Situation
Get the Benefit
of Expert Advice
Our approach to the investment planning process concentrates on your individual needs and expectations. Your portfolio will be unique. Together, we will determine your current and long-term goals and analyze both your time horizons and personal level of risk tolerance.
Viktor Pravednyy
CEO and Founder at CASI
Minh Nguyễn
Executive Assistant