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.
To achieve your goals, you have a broad range of investment options from which to choose. Based on your objectives 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-directed, online trading of stocks and bonds through Qtrade Direct Investing™
* Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth.
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