INTERAC update
On October 22, 2024, INTERAC is rolling out a new look and feel of their INTERAC e-Transfer ® email notifications.
For info visit interac.ca
True wealth goes beyond financials. We strive to ensure your investments fit your life.
Already a member? Purchase a GIC through Cambrian Online Banking.
We'll help you choose from a diverse selection of mutual funds, stocks, bonds & ETFs.
Qtrade Guided Portfolios™: for those looking for guidance with their investments.
Qtrade Direct Investing™: for those who prefer to manage their own investments.
There is a difference between a registered savings plan and an investment.
Working with thousands of clients, we have come across this very common misconception:
registered savings plans are investments.
are registered with the Canadian Federal Government and enable you to save on taxes or take advantage of other financial incentives such as government grants.
These include:
Once you select the registered savings plan that is the best fit for your financial needs, the next step is to choose the investment products that you will place in the registered plan (that is your investment plan).
are products that you purchase to save for your future, education, family, etc. Investment products are placed in a RRSP, RRIF, RESP or TFSA.
These include:
Guaranteed Investment Certificate
Guaranteed Investment Certificate
Guaranteed Investment Certificate
The type or combination of investments products that you purchase will depend on a number of factors such as your time horizon, risk tolerance, life priorities, tax implications, etc.
There are a few ways to choose which investments are right for you if you are unsure:
1) Book a meeting with a Financial Advisor who will get to know you, your financial goals and timelines, your investment preference and risk tolerance to build an appropriate investment plan for you.
2) Invest online with Qtrade Guided Portfolios™. Just answer a few simple questions to build a professionally managed portfolio that reflects your financial goals, timeline and risk tolerance.
Qtrade Guided Portfolios is a division of Aviso Financial Inc.
No, you do not need to be a Cambrian member to invest with a Financial Advisor or the Wealth Solutions Advisors.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc.
