Search
www.google.com
Financial Planning Services
Investment 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, email, or drop by your neighbourhood branch to set up an appointment to meet with one of Casera's investment specialists.
Financial Planning
Investment 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, email, or drop by your neighbourhood branch to set up an appointment to meet with one of Casera's investment specialists.
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
Take advantage of a free financial consultation or a second opinion on your existing portfolio with no pressure to invest.
Easy to start
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-directed, online trading of stocks and bonds through Qtrade Investor*
* 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.
Talk to us.
Together, we'll work on achieving your financial goals.
Call 204-958-6300 or book an appointment at your nearest branch.