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 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

 

Every investor is unique. That's just one of the five principles that guide all our investing advice to you at Cambrian. Read our Investment Philosophy.

*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. Credential Securities is a registered mark owned by Aviso Wealth Inc.