Pembroke Financial & Investment Services
With over 135 offices throughout Canada, Credential can be found in Pembroke. A full-fledged brokerage, Credential offers services such as setting up clients with appropriate mutual funds, as well as giving clients access to online trading of stock. This brokerage also sells a wide range of insurance options.
A consultant based in Pembroke, Ken Bertrand provides financial management solutions on behalf of the Investors Group. Mr. Bertrand can assist potential clients in identifying their financial needs and setting up plans for retirement, paying for post-secondary education and managing taxes.
Established over 80 years ago, this institution specializes in providing clients with personal financing options. Potential clients can arrange for consultations on financing options such as bill consolidation, personal loans and home equity loans.
A past winner of J.D. Power and Associates award for investor satisfaction, this brokerage firm has an office in Pembroke. Services offered at this firm include setting up registered retirement saving plans, education saving options, and investment consultations. Edward Jones' also sells life, disability and long-term care insurance.
