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

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.