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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Marriage changes everything, including your insurance needs.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What are your options for investing in emerging markets?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.