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.
How Income Taxes Work
A quick look at how federal income taxes work.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This worksheet can help you estimate the costs of a four-year college program.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
One of the most common questions people ask about Social Security is when they should start taking benefits.
Even if you’re young and single, you should still consider protecting yourself.
For some, the social impact of investing is just as important as the return, perhaps more important.
To choose a plan, it’s important to ask yourself four key questions.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
Making the most of surprises is a great reason to work with us.
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.