We Have You Covered

Employee Benefits, Life, Disability
Critical Illness, Mutual Funds

Your Family – Your Business – Your Peace of Mind

Competitive Insurance Strategies Inc. specializes in employee benefits consulting, with a secondary focus on financial planning for individuals and businesses. With over 40 years’ experience in the employee benefits marketplace, Competitive Insurance Strategies is well-positioned to effectively serve our customers’ requirements.

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Business Continuation Planning

We can provide expertise in the development of buy-sell agreements, key man life insurance plans, key man disability plans, creditor funding and executive compensation…

Plan Administration

We focus on workplace financial planning that includes business continuation plans and personal financial counseling. Let CIS Help your company build better relationships with your employees and implement a strategy that…

Financial Counseling

We design personal financial plans after a thorough examination of the client’s situation and goals. We offer expert advice on life and disability insurance, retirement savings, pension maximization and estate plans…

Business Continuation Planning

We can provide expertise in the development of buy-sell agreements, key man life insurance plans, key man disability plans, creditor funding, and executive compensation. We will work with your firm’s lawyer and accountant to ensure that these continuation plans meet your requirements.

Personal Financial Counseling

We are able to design personal financial plans after a thorough examination of the client’s situation and goals. We offer expert advice on life and disability insurance, retirement savings, pension maximization and estate plans. We are qualified to advise you on mutual funds, segregated funds and term deposits. Our clients have access to qualified legal and accounting professionals that specialize in tax and estate planning.

The mainstay of our company is employee benefits consulting and management of client employee benefit dollars. We also focus on workplace financial planning that includes business continuation plans and personal financial counseling.

Investing with Mutual Funds

When you buy a mutual fund, you are buying a bundle of stocks, bonds and other securities which is managed by an expert fund manager who make investment decisions on your behalf. Through a mutual fund, you have access to global markets and a wide selection of investment types and investment strategies that may be difficult to create on your own. Mutual funds provide a cost-effective way to invest, providing quick and easy access to your money if you need it.

Caring for You & Your Family

Competitive Insurance Strategies Inc. (CIS)

999 8 St SW #715
Calgary, AB T2R 1J5

T: (403) 686-0429

Get In Touch

We are more than happy to answer any questions or comments you might have. Our success relies on our customer's satisfaction. It starts here.