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BCU Wealth Management is a full-service boutique investment firm that creates customized financial planning solutions for individuals, families, businesses, foundations, trusts, and non-profit organizations.

Our holistic, personal approach to wealth management considers your entire financial outlook which allows us to design an investment portfolio tailored to your specific goals.

We offer comprehensive financial advice including financial planning, retirement planning, education planning, and estate planning.

BCU Wealth Management offers various investment solutions. We continuously monitor and review the progress of your investment portfolio, making sure you are receiving the maximum return on your investment. BCU clients benefit from the firm’s partnership with Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc..

Wealth Planning

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What We Do

At BCU Wealth Management, we are committed to helping you achieve your financial goals no matter how big or small. We use a multi-step process to design and implement the best financial strategy for you.

First Meeting

Our Advisor will get to know you by asking targeted questions about your financial history, examine your current financial situation and identify your investment goals.

Second Meeting

We commit to work together to achieve your goals. You will sign the documents needed to put your investment plan in motion.

Third Meeting

Our Advisor will provide you with your custom comprehensive investment plan and answer any questions you may have. Your advisor will then implement your investment plan.

Progress Meetings

Our Advisor will meet with you at regular intervals and keep you up to date on any investment decisions.