BOOK A MEETING CONTACT US ABOUT US

About Us

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.

It was launched in 2002 as a separate investment arm of BCU Financial Group to offer comprehensive financial advice including financial planning, retirement planning, education planning, and estate planning, and various other investment solutions.

Through its partnership with Raymond James Ltd., BCU Wealth Management offers comprehensive, market-leading, wealth management solutions.

Careers

There are no current job openings at BCU Wealth Management. Please check back often, as we post new job listings as they become available. If you are interested in working at BCU Wealth Management you can always send your resume to: careers@bcuwm.com

cipf logo CIRO logo

© 2024 Raymond James Ltd. All rights reserved.

Privacy Policy | Advisor Website Disclaimers

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – Canadian Investor Protection Fund and member of the Canadian Investment Regulatory Organization (CIRO)

Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.