Popular Short-Term Investments

Treasury Bills
High Interest Savings
GICs
Current as of Saturday, March 6, 2021. Interest rates are subject to change without notice.
The comparison rate quoted (“their rate”) is the median interest rate offered by the five chartered banks for an equivalent product.

The Simple Way to Manage Cash

Get the strength of many in a single account

Easy

Let me find the highest rates, carefully place your money, and monitor your account for you

Convenient

Your account can hold a variety of investments from many different credit unions and chartered banks

Safe

Having a network of banks and credit unions means you can stack your deposit insurance coverage

Free

No transaction fees, no account fees, and no commissions - issuers pay me so you don't have to

How to Invest

It’s easy to get started. A short conversation, some simple paperwork and that’s usually it. I handle the legwork for you.

  1. Talk to me about your situation and together we will determine what you need
  2. I’ll complete the account forms
  3. After you fund your account, I’ll buy the investments for you

Afterward, I continue to watch your account. When you need to withdraw or deposit funds, I am easy to reach by phone, text or email.

My Issuer Network

  • Royal Bank
  • TD Bank
  • Bank of Nova Scotia
  • CIBC
  • Hollis Canadian Bank
  • National Bank
  • B2B Bank
  • Manulife Bank
  • Equitable Bank
  • Canada Trust
  • Home Trust
  • Montreal Trust
  • National Trust
  • Vancity Savings
  • Coast Capital Savings

Truly Conservative Investment Advice

My game is capital preservation, so safe and straightforward investments are my singular focus. The investments I recommend pay off mostly in peace of mind with a small amount of income. It’s how investors play defense and it’s why I am a conservative investment advisor.

If you need a hand with your short-term investments, please let me know. I’d be happy to help you safeguard your assets and improve your returns.

Peter Brock | Cash Management
Leede Jones Gable Inc.
1800 – 1140 West Pender Street
Vancouver, BC V6E 4G1
Office(604) 658-3042
Cell (talk or text)(604) 727-0380
Toll-free1 (888) 878-6356
Get a quote or schedule a quick chat
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