Financial PlanningInvestment specialists you can trust.

At Casera, we believe the role of an investment specialist is to help you navigate through the abundance of investment options and to make knowledgeable recommendations about what products will work best to help you achieve your financial objectives.

Call or e-mail your neighbourhood branch to set up an appointment to meet with one of Casera’s investment specialists.
 
Benefits Features
Sound personal advice Our investment specialists will help you develop a personalized financial strategy by:

•  answering your questions
•  analyzing your financial needs
•  determining your goals
•  discussing investment options
•  identifying opportunities
•  initiating an action plan
No pressure consultations You can take advantage of a FREE financial consultation or a second opinion on your existing portfolio with no pressure to invest.
Easy to start You can start an effective monthly savings plan with as little as $25 per month.
Diverse options We will help you decide between financial solutions that may be available to you and your family:

•  your employer’s pension
•  term deposit
•  TFSAs
•  RRSPs
•  RRIFs
•  RESPs
•  Mutual funds*
•  Credential Direct Online Brokerage**

Fees
Financial planning •  FREE
Other fees may occur. View Casera’s service fees.

* Mutual funds and financial planning are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
** Credential Direct® is a division of Credential Securities Inc., and operates as a separate business unit. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential and Credential Direct are registered marks owned by Credential Financial Inc. and is used under licence.
 

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