Financial PlanningInvestment specialists you can trust.

Everyone has a different reason for investing but having the financial freedom to enjoy life is at the heart of it all.  At Casera, our investment specialists will help you achieve your financial objectives.  We'll analyze your needs, determine your goals, discuss options, identify opportunities and assist you in initiating an action plan.

Call or e-mail your neighbourhood branch to set up an appointment to meet with one of Casera’s investment specialists.
 
Benefits Features
Trustworthy 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 a monthly savings plan with as little as $25 per month.
Diverse options To achieve your goals, you have a broad range of investment options from which to choose.  Based on your objectives, family situation and tax scenario, we'll help determine the type of investment products that are right for you, including:

•  GIC's, TFSAs, RRSPs, RRIFs, RESPs
•  term deposit
•  Mutual funds*
•  Self-directd, online trading of stocks and bonds through Qtrade
   Investor*

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

* Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.


 

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