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Investment Solutions

At BCU Wealth Management we provide you with a wide range of investment solutions tailored to your unique financial goals. Whether you are a cautious investor or a risk taker, we will design a financial portfolio to best suit your needs.

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Bonds

A bond is a form of debt with which you are the lender instead of the borrower. Bonds are contractual loans made between investors and institutions that, in return for financing, will pay a premium for borrowing, known as a coupon. Additionally, the bond’s face value is returned to the investor at maturity.

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T-Bills

Treasury bills are the gold standard when it comes to a safe investment, because you are investing directly in the Government of Canada. The Canadian government provides the security underlying the investment that ensures principal plus return will be paid to the investor on maturity.

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Guranteed Investment Certificates

GICs are a Canadian investment that offers a guaranteed rate of return over a fixed period of time. Due to its low risk profile, the return is generally less than other investments such as stocks, bonds, or mutual funds.

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Canadian and US List Stocks

Stocks are a form of ownership; they represent participation in a company’s growth. Generally, investors are given no promises about returns of the initial investment. In fact, the profitability of the investment depends almost entirely upon rising stock price, which, at the most fundamental level, relates directly to the performance and growth (increasing profits) of the company. Returns from stocks can be realized through capital appreciation or dividends paid by the company.

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Mutual Funds

A mutual fund is an investment vehicle made up of a pool of moneys collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets. Mutual funds are operated by professional money managers, who allocate the fund’s investments and attempt to produce capital gains and/or income for the fund’s investors. A mutual fund’s portfolio is structured and maintained to match the investment objectives stated in its prospectus.

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Income Trusts

An income trust is an investment trust that holds income-producing assets. It can be structured as either a personal investment fund or a commercial trust with publicly traded closed end fund shares. Income trust managers typically seek to build a diversified portfolio of income producing assets in the trust fund which will have a steady stream of distributions.

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Exchange Traded Funds (ETF) Investments

An ETF, or exchange-traded fund, is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange and experience price changes throughout the day as they are bought and sold. ETFs typically have higher daily liquidity and lower fees than mutual fund shares, making them an attractive alternative for individual investors.

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Customized Investment Portfolios

Whether your goal is to grow your money or to preserve your wealth, our investment advisors will create a customized investment portfolio that reflects your unique investment needs.

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Model Portfolio

BCU Wealth Management has designed a number of model investment portfolios to help you obtain the best possible investment results while saving you time and money. Our model portfolios offer a diversified selection of ETFs, 3rd Party Mutual Funds and Stocks that are grouped together to provide you with attractive risk-adjusted returns. These model portfolios are rebalanced tactically to enhance returns under changing market conditions.

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