Our Advisors

BCU WM Wealth Manager/Raymond James Wealth Manager

Max Trojan is a founding partner of BCU Wealth Management, responsible for its market outlook and asset allocation policy. He spearheaded the launch of BCU Wealth Management in 2002 and oversees the daily management of over $125MM in securities. Max specializes in managing investment portfolios at the retail level, providing clients with comprehensive, goals-based wealth planning.

Max has over 27 years of experience in the Canadian financial services sector. Prior to joining BCU Wealth Management, Max was a Financial Advisor and Senior Personal Banking Officer with the Scotia Group of Companies.

Max holds a Bachelor of Arts degree from the University of Toronto. He earned a Chartered Investment Manager designation from the Canadian Securities Institute and the Personal Financial Planning designation from the Institute of Canadian Bankers.

BCU WM Associate Financial Advisor/Raymond James Associate Financial Advisor

Andrew Ostapchuk has been a member of the BCU Wealth Management team since 2016 and a licensed Investment Advisor since 2011. His area of expertise is asset management with an emphasis on risk-adjusted portfolio management. Andrew’s careful analysis and investment strategies have produced consistently strong returns for his clients.

Prior to joining the BCU Wealth Management team, Andrew was a Branch Manager and Mutual Funds Sales Representative at BCU Oakville Branch. He started his career as a Financial Services Officer and Mutual Funds Sales Representative at BCU Mississauga Branch.

Andrew holds a Bachelor of Commerce degree from Ryerson University. He keeps up to date on current investment trends by completing relevant and inventive investment courses and has earned an Advanced Investment Strategies Certificate.