BCU Wealth Management
for your financial well-being

Meet our advisors

Head office

Max Trojan

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 one of Canada’s leading financial services firms.

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.

Max Trojan

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 one of Canada’s leading financial services firms.

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.

Head office

Andrew Ostapchuk

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.

Andrew Ostapchuk

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.

Winnipeg office

Katrusia Chabluk

BCU WM Associate Financial Advisor/Raymond James Associate Financial Advisor

Katrusia Chabluk, a seasoned financial advisor dedicated to helping you achieve your financial goals and secure your financial well-being. With a wealth of knowledge and experience, Katrusia has spent 16 years at a Winnipeg-based financial institution and, most recently, 3 years heading advisors at a leading Canadian multinational banking corporation.

Rooted deeply in Winnipeg’s Ukrainian community, Katrusia is an active member of the O. Koshetz Choir, a former member of CYM Winnipeg, and a recording artist with the band Molodtsi, alongside her family. She is thrilled to announce the launch of BCU Wealth Management in Winnipeg, an investment advisory firm committed to providing personalized and strategic financial solutions while supporting the Ukrainian community.

Katrusia Chabluk

Katrusia Chabluk, a seasoned financial advisor dedicated to helping you achieve your financial goals and secure your financial well-being. With a wealth of knowledge and experience, Katrusia has spent 16 years at a Winnipeg-based financial institution and, most recently, 3 years heading advisors at a leading Canadian multinational banking corporation.

Rooted deeply in Winnipeg’s Ukrainian community, Katrusia is an active member of the O. Koshetz Choir, a former member of CYM Winnipeg, and a recording artist with the band Molodtsi, alongside her family. She is thrilled to announce the launch of BCU Wealth Management in Winnipeg, an investment advisory firm committed to providing personalized and strategic financial solutions while supporting the Ukrainian community.

Contacts

Need help? Connect with us

Mon-Fri 9:00am to 5:00pm

Head office:

2282 Bloor Street West, Level 1, Toronto, ON M6S 1N9

Winnipeg office:

25 Amy St #107, Winnipeg, MB R3B 0N6
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