To build your dashboard, we require financial information. Our financial survey makes it easy to gather all relevant information and documentation.
Once we have data on your current standings, we’ll conduct an in-depth analysis of your wealth and build you a customized dashboard with actionable insights.
In person or over video conference, we will present your dashboard and review any questions or concerns.
When you’re comfortable with our solutions and ready to move forward, we’ll begin working on the next actionable steps together. Including opening your accounts and creating an Investment Policy Statement (IPS).
A dedication to research-based advice, building modern financial tools, and providing full transparency.
No. Your financial assets are registered in your name and custodied with National Bank Independent Network (NBIN); a wholly-owned subsidiary of National Bank Financial Inc
Yes! Visit checkfirst.ca/check-registration/ and search “Camber Capital Corp.” or “Robert Townsend”.
No. We build your dashboard upfront, with no commitment. After that, if we agree it would be a good fit, we can talk about working together.
At this time, we are limited to working with accounts that start at $500,000.
Of course! We love talking finance and are always happy to chat and see where we can help.
No; we are not that sort of firm. To learn more read our investment principles.
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333 7th Ave SW,
Suite 1900 Calgary,
AB T2P 2Z1