Our mission at The Investment Centre at CBC Bank is to provide access to quality advice, investment products and services to residents in the communities we serve so that they can take on their future with confidence.
By developing a relationship and taking the time to learn your unique goals and objectives, we can provide investment advice, deliver recommendations, and build a plan catered to your specific needs, taking into consideration your tolerance for risk and developing plans for you as you transition to different phases of your financial life. By doing this, you will leave with a greater sense of financial peace, confident that the plan in place can accomplish your goals.
It was because of the need we saw in our local communities for a professional, process-driven financial planning approach that we started The Investment Centre at CBC Bank in 2010. With CBC Bank serving as our foundation, we have adopted the same core values which recognize the true importance of community and a service-oriented environment. We will strive each day to provide you with not only exceptional financial advice, but with exceptional customer service and a personal relationship that will last generations.
Overall, it is our objective to enhance the financial well-being of our community and place the interest of our clients at the pinnacle of our actions. If you want to learn more about our firm, please reach out to us. We would love to hear from you.
Our Commitment to You
- To put your needs at the fore-front of our recommendations
- To protect your privacy
- To make objective recommendations
- To practice a disciplined investment process
- To provide regular communication