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.

find a branch

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

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.