Work with an Advisor

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

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Meet with an Advisor

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What do you get from an advisor?


Cambrian provides access to a complete range of investment products through our partnership with Credential Asset Management Inc. and Credential Securities, and a team of dedicated advisors to help you develop and manage an investment strategy or retirement plan that's right for you. Here's how it works:

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

 

Every investor is unique. That's just one of the five principles that guide all our investing advice to you at Cambrian. Read our Investment Philosophy.



Looking for Fee-Based Advice?

 

If you are working with a Credential Securities Advisor at Cambrian, you can choose fee-based advice to help with your portfolio management or retirement planning.

 

With OnPoint Fee-Based Accounts, you get unlimited advice from one of our expert investment professionals and a set number of free trades every year for one transparent annual fee. That gives you the freedom to get advice and make trades without worrying about extra fees or commissions. Advantages of fee-based advice include:

  • Transparency. With OnPoint, you get one predictable annual fee.
  • Unlimited advice from a knowledgeable investment professional
  • Peace of mind knowing your advisor's interests and yours are in line
  • Access to a wide range of stocks*, bonds*, lower cost mutual funds* and ETFs*
*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. OnPoint Fee-Based Accounts are offered by Credential Securities. Credential Securities is a registered mark and TMOnPoint is a trademark owned by Aviso Wealth Inc.