Stable investments that gradually grow your wealth.
SERVICE
We invest in diversified funds that protect you against the volatile state of the market.
Work with an advisor who will educate you on where your money is going.
We demystify investing so you can do it confidently.
You worked hard for your money.
You want to invest it smartly but don't have time to do the research yourself.
Your money might be accumulating in a savings account at your bank. Or maybe you're blindly investing based on what your bank advisor or an automated system told you to do.
You want a better understanding of your investments. You want to make sure you're investing in ethical industries and comfortable with how much risk you're taking.
Your first investment decision shouldn't be your last investment decision.
At CC&Associates, we recommend investment strategies that match your current point in life and monitor your portfolio so that it continues to grow with you.
What are investments?
Purchasing assets today in hopes its value increases over time.
Your sustainable investment strategy will:
Help you navigate complex situations that take a lot of time to understand.
Aim to max out your RRSP, TFSA and RESPs contributions so you can save money on taxes.
Help you decide whether you should rent or buy a property.
Educate you on risks and benefits of investing in stocks, funds, real estate and bonds so you are informed.
Benefit from compound interest, which helps your money grow faster than if it was in a savings account.
Diversify your company stocks so your nest egg isn't tied to the success of a single company.
Give you the best order for drawing your retirement income.
Gain peace of mind knowing professionals are looking after your investments.
5-Days to Financial Intelligence
A personal financial crash course on our clients most frequently asked questions.
“Cheryl Campbell is my insurance adviser and much more! She’s honest, trustworthy, and very knowledgeable! If you need financial advice, insurance and help to buy your dream home, call Cheryl!”
– Beata Bloemen, CEO of Beamar Beauty Studio & Academy
“Cheryl is a wealth of information when it comes to financial literacy. She truly cares about all her clients and doesn't hesitate to go above and beyond to help them succeed. Knowing Cheryl for almost a decade now, she is unwavering in the high standards and values she upholds. Having Cheryl in your corner is a huge asset and very valuable. I can not say enough great things about the level of service and quality of her work and the amazing, caring and passionate person she is.”
– Alfonso Salemi, Partner JAAG Properties
What to expect from your investment portfolio
OUR APPROACH
A balanced portfolio
When you diversify your investments, you are less prone to risks. We recommend balanced portfolios with sustainable long term returns to minimize your risk.
Habit-building systems
We implement automated savings systems to protect future-you from present-you who want to spend all the money they earn today.
Options that fit your goals
We present multiple "what-if" options with varying contribution options for each of your investment accounts, like RRSP, TFSAs, RESPs, and more.
A flexible plan
As your earnings and family grow, your priorities will change. We adjust your strategy to match your current circumstance.
Build wealth you can enjoy today and appreciate in your retirement.
Your comprehensive plan will give you a strategy to achieve your present and future financial goals.
Get educated on investing your wealth
SUBSCRIBE
Fast-track your financial literacy with this mini-course.
Financial lingo and strategies you'll wish you'd known sooner. But don't worry, it's never too late to improve your financial intelligence.
Financial advice is totally free.
Get your questions answered and find out if you need a financial plan.