Appointment Flow

Book a meeting with a Cambrian Advisor

Meet how you want (video, phone or in-person)
Meet with who you want (specific person or anyone available)

Personal

Business

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What are you looking for today?

Banking Accounts

Chequing / Savings

Did you know that you can open a new account, start to finish, with our Cambrian Mobile App?

You will need a valid photo ID and electronic funds transfer for your initial deposit.

Credit Cards

Cambrian Mastercard^®

Did you know that you can apply online for a Cambrian Mastercard^®?

If you are not a Cambrian member, you will need to open a Cambrian account if card is approved.

Borrow

Loan / Mortgage

Did you know that you can apply online for a Cambrian loan or mortgage?

If you are not a Cambrian member, we recommend that you apply online first. After, we will email you a link to book a meeting with an advisor.

Invest

GIC / Market Investment

Did you know that Cambrian members can purchase or renew a GIC via Cambrian Online Banking?

Applies to GIC, TFSA, RRSP.

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What are you looking for today?

Business Banking

Discuss business needs, open a new account, or apply for Cambrian credit card

Business Solutions

Solutions to help you manage your business

Business Financing

Business Loan / Commercial Mortgage

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How do you want to invest?

Market Investment

Mutual funds, stocks, bonds, and/or other securities

Cambrian GIC (Guaranteed Investment Certificate)

Fixed Rate Investment

Already a Cambrian member? You can purchase or renew your GIC via Cambrian Online Banking

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How much are you planning to borrow?

Are you currently working with
Cambrian Wealth Services?

I am working with the

Wealth Solutions Team

I have met / have an account with a

Financial Advisor

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Which Financial Advisor are you currently working with?

Senior Financial Advisor

Sean Carnegie

Investment Advisor

Crystal Brown

Senior Financial Advisor

Megan Bednar

Senior Financial Advisor

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

How much are you planning to invest?

How would you like to meet?

In-Person

Select a branch near you

Video

Extended evening hours available

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Select a service:

Discovery Call

Initial Discussion with a
Business Advisor

Select a service:

Accept payments easily from your customers

Customer Automated Funds Transfer

Set up pre-authorized payments or pre-authorized deposits (ex. rent)

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