At CBC, we position ourselves to be your trusted:

- Financial Coach and Mentor, assisting you with your financial decisions with aim of of giving you "peace of mind"

- Strategic and Technical Adviser, guiding you and helping you manage the changing circumstances
of your life and identifying and dealing with the everchanging laws and regulations that affect you

-- Investment Adviser, applying robust, considered, tailored investment strategies which are appropriate for you and reviewing the investments on no ongoing basis.

- Project Manager, ensuring that the strategies we recommend to you are implemented and that you don't get bogged down in paperwork