CBIG
Financial Strategies for Individuals, Families & Businesses Who Expect More.
CBIG
Financial Strategies for Individuals, Families & Businesses Who Expect More
A one-stop shop for all your financial needs.
Our expertise spans legacy planning, corporate benefits, insurance solutions, mortgages, and strategic wealth management , ensuring that every asset is optimized for long-term success.
Whether you’re expanding your portfolio, safeguarding your estate, optimizing employee benefits, or structuring smarter investments, CBIG provides the insights and strategies to increase returns and strengthen financial security.
Our knowledgeable advisors also specialize in refinancing strategies and wealth structuring, helping you confidently navigate complex financial landscapes.
Your Future, Secured with Expertise
We offer elite financial strategies that go beyond wealth management.
From investment planning and legacy protection to corporate benefits and mortgage solutions, our seasoned advisors provide personalized financial roadmaps designed to thoroughly protect, grow, and optimize your assets with consistency.
Is your current advisor keeping up with your financial goals?
Discover the CBIG difference, where customer care comes first.
Connect with a dedicated account manager providing you with customized support for your unique needs.
Your Future, Secured with Expertise
We offer elite financial strategies that go beyond wealth management.
From investment planning and legacy protection to corporate benefits and mortgage solutions, our seasoned advisors provide personalized financial roadmaps designed to thoroughly protect, grow, and optimize your assets with consistency.
Is your current advisor keeping up with your financial goals?
Discover the CBIG difference, where customer care comes first.
Connect with a dedicated account manager providing you with customized support for your unique needs.
Apply for life insurance from the comfort of your home.
Apply now for an instant approval.
Why Canada’s Affluent Trust CBIG
Your Wealth Deserves More—Let’s Build a Smarter Financial Strategy
Strategic Wealth Building for Established Investors & Business Leaders
Decades of experience delivering data-driven financial strategies with proven results.
Expertise Across Every Financial Sector
Unlike firms that specialize in just one area, CBIG drives seamless, integrated financial planning for total wealth optimization.
Bespoke, Data-Backed Financial Solutions
Every CBIG client receives a tailored strategy rooted in market intelligence and precision planning—never one-size-fits-all.
Unmatched Transparency & Insight
We prioritize clarity, strategy, and long-term impact, ensuring our clients make smarter, more confident financial decisions.
Discover financial support you can count on.
Testimonials
Full-Service Financial Solutions
A smarter approach to financial growth, legacy planning, and strategic investing.
We consistently help protect your wealth and maximize growth. When it comes to building your portfolio or preserving generational assets, our knowledgeable team ensures every dollar works in your favor.
Group Benefits Empower your workforce. Strengthen your business.
A well-designed benefits plan helps attract and retain top talent, making your business more competitive. CBIG designs customized employee benefit packages that are cost-efficient, competitive, and aligned with your business goals.
Smart Mortgage Strategies That Support Your Bigger Financial Picture
Refinancing, buying a new home, or securing a mortgage for a vacation property? CBIG offers expert mortgage structuring to help you get the best rates, and the right strategy for your goals.
Group Retirement Planning That Makes Financial Sense for Your Business and Your Team
CBIG simplifies group pension and RRSP strategies—designed to grow with your business. Our professional solutions offer long-term security for your team, easy administration for your HR, and cost-efficiency for your bottom line.
Let’s build the right plan together.
Insurance & Risk Management You Can Trust In.
Comprehensive coverage for life’s uncertainties.
Your assets, family, and future deserve more than standard protection.
That’s why CBIG provides custom insurance solutions, including life, disability, critical illness, and travel insurance that you and your family can depend on.
How To Get Started
Step One
Book a confidential strategy call with our expert advisors who will openly communicate your options.
Step Two
Receive a personalized wealth & financial roadmap built around your goals.
Step Three
Strengthen, expand, and future-proof your wealth with CBIG’s proven expertise.
Let's Build Your Financial Legacy.
Get connected with your dedicated financial advisor today and feel the difference.
Let's Build Your Financial Legacy.
Get connected with your dedicated financial advisor today and feel the difference.