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 Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here are five facts about Social Security that are important to keep in mind.
At what point can you call a personal vehicle commercial?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.