Simple solutions
OnCourse is an investment program for those who value the benefits of a managed solution, but don't know how to build and manage an investment portfolio that balances their investment style and maximizes their return.
OnCourse Portfolios are made up of a selection of hand-picked mutual funds from two award winning asset management firms. Our advisors help you determine the right balance of risk and return for you, and choose from one of five portfolios ranging from income to high growth. With one simple decision, you get a sophisticated investment solution tailored to your needs.
Whether you’re a conservative investor or more growth oriented, there’s an OnCourse Portfolio that’s right for you now - and down the road. Speak to a Credential® Investment Professional at Cambrian to learn more.
Fee-based advice
Many members working with a Credential Securities advisor at Cambrian choose fee-based advice to help them with their portfolio management or retirement planning. With our 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.
You get:
- 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