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Wealth Management

Our advisors are committed to developing a relationship and taking the time to learn your unique goals and objectives. Count on The Investment Centre at CBC Bank to provide you with trusted advice and exceptional customer service that will last generations.

Visit The Investment Centre at CBC Bank

Manage your money better.
  • Investment Strategies
  • Financial Planning
  • Insurance Needs
  • Retirement Planning
  • Estate Conservation
  • Risk Management

Individual Financial Planning & Personal Investing

Planning for your financial future can seem like a daunting task. Our advisors are trained with the knowledge and expertise to help you feel confident and prepared for your future . 

From holistic financial planning and investment management to retirement planning and estate/trust advisory services, The Investment Centre at CBC Bank will help you create a strategy that will give you peace of mind for you and your family. Our team focuses on you, your needs, and your goals. 

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

Business Financial Planning & Investing

Your passion deserves your full focus. We can help. 

Our financial advisors are committed to the success of all our business customers. We are here to help so that you can focus on managing the products and services you are passionate about.

Our advisors can help with:
  • Implementing a retirement package for your employees
  • Retirement Planning for Business Owners
  • Executive compensation arrangements
  • Creating separation between your business and personal finances
  • Business succession planning
  • Personal and business insurance (Life, Long-Term Care and Disability)
  • Investing capital to help grow your business

Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. The Investment Centre at CBC Bank is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

 

Check the background of this financial professional on FINRA's BrokerCheck.