The Investment Centre serves as the investment division of CBC Bank.
Through our broker dealer, Cetera Investment Services, we offer you access to a full service brokerage to serve a wide range of investment and planning needs. Whether you desire short or long term investment planning, or a combination, we can help build a plan that is designed to meet your needs.
We provide a variety of services from individual planning to business planning solutions through both fee and commission based accounts.
We will strive to take time to understand your unique needs and objectives in order to provide investment advice and deliver recommendations which are in line with your tolerance for risk and appropriate for all areas of your financial life.
Our services include:
Financial Planning, Wealth Management, Investment Selection and Allocation, Estate and Legacy Planning, Insurance Review and Analysis, and Retirement Plan Rollover and Management.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A four-step framework for building a personal legacy.
Protect yourself against the damage that your homeowners policy doesn’t cover.
When considering life insurance, it's important to understand your options.
What’s the deal with your yearly free credit report?
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The decision whether to buy or rent a home may have long-term implications.
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.