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

Ready to get started?


Ask your branch for a referral to an advisor today.

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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 Financial Inc., 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.

Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.  ®Credential and OnCourse are registered marks and ™OnPoint is a trademark owned by Credential Financial Inc.