Contact Us

Contact us and book a free consultation with one of our BCU Wealth Advisors.  No pressure, just a conversation about your financial goals. We’ll match you with the right advisor based on your needs. From there, we’ll build a personalized plan together.

Your investment plan is reviewed at least once a year, but we’ll check in more often if there are major market changes or life events. You’re always welcome to request a review anytime. It’s all about keeping your plan aligned with your goals.

Fees and commissions depend on the types of investments and services you choose. We’ll explain everything up front – no surprises, no fine print. Transparency is part of how we earn your trust.

We use industry-leading encryption, secure servers, and strict access controls to protect your financial information. Our systems are regularly monitored and updated to stay ahead of security threats. Your privacy and security are top priorities – we don’t cut corners.

Transferring your investments is easy – just provide us with your most recent statement and we will do the rest. We will work with your current institution to move your assets with minimal disruption. You’ll stay informed every step of the way.

Yes, you can include international investments as part of a diversified portfolio. Your advisor will help you explore global opportunities that align with your goals and risk tolerance. We’ll make sure your strategy has the right balance.

Yes, we offer tailored wealth solutions for businesses, including investment strategies, retirement plans, and cash management. Whether you’re a small business or a growing enterprise, we can help support your financial goals. Let’s build a plan that works for your business now – and in the future.

We offer registered and non-registered accounts such as Cash accounts, TFSAs, RRSPs, RESPs, RDSPs, FHSAs, etc.

All our advisors have a rich and diverse background. You can learn more about each of them on our Advisor page.

Yes, Raymond James Ltd.’s Client Access website is the portal to your investment accounts. You can also come back to our website any time, navigate to the top right corner and click the button Client Access.

Your Wealth Advisor can advise you if any changes need to be made. Market fluctuations are inevitable, we can help you ride the wave and stay the course. 

While taxes can reduce your returns through capital gains taxes, interest income, and dividends, using tax-efficient accounts like TFSAs and RRSPs, and strategies like tax-loss harvesting or asset location, can help minimize the impact and keep more of your money working for you.

Absolutely! We can help guide you during your employment years to set your retirement goals and also how to use tax strategies to get the most out of your finances.