Meet via Video

A seamless, secure way to meet with our advisors.

Banking advice, wherever you are.

Meet any advisor via video

Meet with any of our advisors via video to discuss accounts, loans, mortgages or investments, personal and business.

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Book a meeting

Extended hours

NEW extended hours for video meetings! Meet via video from 9 AM - 8 PM.

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Digital advisors offer evening video appointments. In-branch advisors offer video appointments before the branch opens from 9 AM - 10 AM.

Set Link

Book a meeting

No app required

Connect to the video meeting through your web browser, no app required.

Set Link

Book a meeting

Meet securely & safely.

We adhere to industry-leading standards to keep you safe including:

Strict meeting attendance protocol - only those approved by an advisor can enter the video meeting.
All meeting data is encrypted using industry-standard practices.

set link

Book a video meeting

Have an interactive conversation.

Both you and the advisor can share screens to display relevant information and use the mark-up tool to highlight key points on the screen.

Meet securely and
conveniently via video.

“My experience with the virtual meeting with Cambrian was exceptional. It felt very relaxed and casual yet very informative. Its was very professional yet it felt like I was talking to a friend who cared about my financial future. I am excited to begin a new and long relationship with the Cambrian Team.”

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Christopher

experience with a Cambrian video meeting

5

01 / 05

How does a video meeting work?

set link

Start the process by booking a meeting

Step 1:

Book a video meeting

Book a meeting online and choose “Video” to meet via video. Or contact us and we will book it for you.

Step 2:

Receive confirmation

You will receive confirmation by text or email with the meeting date and time.

You can modify or cancel the meeting prior to the start time.

Step 3:

Join the waiting room

At the meeting time, click the link in your confirmation email to join the waiting room. Ensure you do not have any other video meeting software open on your computer.

Step 4:

Tell us how we did

After the meeting you will be sent a survey via email to rate your experience. We encourage members to provide their feedback so we can continue to improve.