Experts, here to help you

 

Whether you're just starting to save or are a seasoned investor, Cambrian can help you out with your investing goals. To meet with one of our advisors, call your local branch and ask for a referral. 

Our advisors can help with:

• Investment planning
• Retirement planning
• Education planning
• Tax planning
• Estate planning

Discovery

• We'll talk about your current financial situation and any investments you have
• Work with you to figure out your goals for your investments
• Establish how much risk you're comfortable with
• Provide education on investments so you know what you own and why you own it

Strategy

• Recommend a customized investment portfolio designed to help you get to your goals
• Develop a retirement plan, or retirement income strategy if you're already close to retirement
• Identify any tax planning or estate planning needs you might have, and collaborate with your accountant and lawyer

Premium Wealth Services 

• Access to the expertise of our wealth services team
• Comprehensive investment and retirement management
• Family wealth management 
• Access to proprietary and third party investment products

Money Management

• Ongoing personal advice
• Buy/sell recommendations
• Portfolio monitoring
• Portfolio re-balancing
• Automatic contribution and withdrawal strategy
• Electronic funds transfer
• Registered estate processing, tax reporting, and T3 returns

Report and Review

• Regular performance reporting
• Annual consolidated tax reporting
• Portfolio reviews