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  • Direct returns for you and the community

    Our online brokerage partner, Credential Direct, is offering new and existing investors up to $1,000 cash when they fund an account. To top it off, Credential Direct will also give an additional 10% donation to the United Way!

    Plus, investors with another online brokerage can transfer their account to Credential Direct and get up to an additional $150 back for switching.

    Don’t delay, this offer expires March 16!

    Find out how to participate!

    • Learn More About This Offer

      For every dollar you receive, an additional 10% will be donated to United Way. So, if you get $1,000 cash back, United Way will receive $100.

      United Way puts your donations to work where they get the greatest results. By addressing the root causes of social issues and conducting important research, United Way is creating lasting change in local communities.

      Invest Receive
      $15,000 - $49,000 $75 Cash
      $50,000 - $149,000 $125 Cash
      $150,000 - $499,999 $200 Cash
      $500,000 - $999,999 $500 Cash
      $1,000,000 + $1,000 Cash

    What are your
    investments
    for?

    Stocks and markets will rise and fall. Trends will come and go. Financial advice will continue to evolve, and there will never be a shortage of new people who offer it.

    But what will remain constant is your vision of what you're investing for. That's what drives the Libro approach. Education funds for your children, retirement savings, investments that are used for trips and other big purchases. Understanding what motivates you is what motivates Libro Financial Planners and Investment Specialists.

    In recent years, the massive ups and downs of the markets have left many investors wondering what to do next. People who invest using Libro's approach don't seem to share that sense of anxiety. Perhaps meeting a Libro Financial Planner or Investment Specialist should be higher on your to-do list.

    Additional Resources

    • Strategy & Services - If you're serious about saving for the future, investing and growing your money, we're serious about helping you set and achieve your goals. Our process is simple and proven effective.
    • Second Opinion - Come to Libro and get an honest second opinion on your investments or mortgage. We promise it will be one of the best investments you'll ever make. No obligation.
    • TurboTax - You can do your own taxes with Canada’s #1 best-selling tax software. No tax knowledge needed. With new and improved features to make it easier and faster to use, all you need to know is yourself.
    • Tools & Calculators - The building blocks of almost every financial decision involve numbers. Those numbers are often complex. Having the right tools to work with these numbers is important.