• shape

    Proven Solutions,
    Proven Results

    We add value through strategic insurance based solutions
    and tailor made financial mechanisms for Canadian private corporations.

  • shape

    Success Strategies

    We add value through strategic insurance based solutions
    and tailor made financial mechanisms for Canadian private corporations.

What we do

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

We specialize in a powerful financial strategy known as Family Office Banking, specially tailored for Canadian corporations, and complemented by participating dividend-paying whole life financial mechanisms.  As experts in the field, we have successfully implemented this strategic approach, that was once reserved for the privileged few, for numerous Canadian businesses.
 
We believe that everyone deserves access to meaningful wealth management. Whatever the size of your nest egg, a Canadian Allied Services advisor will work with you to craft your personal financial strategy. Choosing the right mix of investments for your portfolio will help you meet your financial goals, whatever they may be.
Our team

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.

ViktorPravednyy-Enhanced-V1

Viktor Pravednyy

CEO and Founder at CASI

MinhNguyenHeadShot

Minh Nguyễn

Executive Assistant

let us help

Request a call back

© 2023 Canadian Allied Services Inc. All Rights Reserved.