At Carol A. Chambers & Associates Inc, our top priority is the confidence you feel about achieving all the items on your personal and financial bucket list. For yourself, your family and your business.
We will be your guide, encouraging your feelings of empowerment, as you envision all the possibilities for your financial journey. Acting as your financial concierge, we will ensure you have access to Canada’s top investment and insurance products as we leverage them to build you a solid financial roadmap, charted to each of your unique goals. Our focus on education, attention to detail, and personalized two-way communication, ensures your financial journey stays on course as your life develops and unfolds.
Most importantly, we treat your financial security as we would our own. Knowing that your financial journey is in well-travelled hands, will give you peace-of-mind while you focus on living your best life.
Our process
Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.
By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Check out our blog
Know your risk calculator
How would your family finances handle a personal health crisis? What would you do? What is your plan? Find out your risk potential with an easy to use risk calculator, then have a conversation with your financial security advisor.
Take action
Ready to take the next step? Contact us today if you'd like to meet and discuss your financial goals and needs.