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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Read this overview to learn how financial advisors are compensated.
Understanding how a stock works is key to understanding your investments.
Term insurance is the simplest form of life insurance. Here's how it works.
Learn when it may not make sense to file a claim on your home insurance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.