BCU Wealth Management hosts the BCU WM Distinguished Speaker Series featuring leading edge financial experts who share their knowledge and financial insights. The annual event provides valuable insights and learning tools for BCU WM clients and guests, and presents a learning platform for both experienced and novice investors.

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Past Events

On Tuesday, March 20, 2018, BCU Wealth Management hosted its annual “Distinguished Speaker Series” Event with guest of honour, Daniel Stanley, at the Old Mill Toronto.

photo of daniel stanley and company

Mr. Stanley discussed exchange-traded funds and how they have become a powerful tool in a diversified investment portfolio.

BCU Wealth Management can help customize solutions for you through new dynamic products such as ETFs which offer real-time, simple, streamlined, and cost-efficient ways to invest in the global market. BCU Wealth Management has grown into a specialized boutique brokerage, providing investment advice to a cross-section of Canadian clients looking for personalized service and customized wealth management solutions.

On May 16, 2017 BCU Wealth Management hosted its annual “The Distinguished Speaker Series” Event with guest of honour, Kevin O’Leary, at Old Mill Toronto. Mr. O’Leary answered questions from the audience and discussed his plans to unleash Canada’s economic potential. This exclusive event was attended by more than 160 BCU Financial Group members.

Kevin O'leary and company

BCU Wealth Management has grown into a specialized boutique brokerage, providing investment advice to a cross-section of Canadian clients looking for personalized service and customized wealth management solutions. BCUWM’s personalized; no-nonsense approach is straightforward, honest, and easy to understand.

Put our expertise to work for you!

On September 29, 2015 BCU Wealth Management held their 3rd Annual Speaker’s Series featuring Sri Iyer at The Old Mill Toronto. Buduchnist members and BCU WM clients were invited to participate in a presentation and informational session with speaker Sri Iyer the Managing Director – Head of Systematic Strategies for BMO’s Global Dividend Class. An important part of the team’s approach is involving and educating clients on the market and new innovative strategies. Sri Iyer provided the seminar participants with information on the Global Dividend Class and engaged the crowd with his outstanding knowledge.

sri Iyer and company

Left to right: BCU WM & BMO team Maxym Trojan, Sri Iyer, Nicholas Yuzwin, Jordan Lee, Mikhail Doubanovitch

Sri Iyer BMO Dividend Class Presentation

On May 20th, 2014 BCU Wealth Management had the honour of hosting an evening with Larry Berman at the Lambton Golf Club. Larry M. Berman is a Co-Founder of ETF Capital Management ( and the Independent Investor Institute (, and brings nearly twenty five years of industry experience to the role of Chief Investment Officer. As Chief Technical Strategist at CIBC World Markets, Larry was ranked as one of Canada’s “Top 3 Analysts” according to Brendan Wood institutional investor surveys.

larry berman and company

BCU WM’s investors received the opportunity to hear Larry Berman’s financial insights and learn about his thoughts on the markets.

ETF Capital Management

Independent Investor Institute

On November 20th, 2013 BCU Wealth Management started their second annual speaker series with an investment seminar presented by Kevin O’Leary. Best recognized as a Cast Member on CBC’s “Dragons’ Den”, Kevin O’Leary’s impressive reputation has been built upon his entrepreneurial vision, investment smarts and drive to succeed.

kevin oleary and company

In addition to being one of the Dragons, O’Leary is a Cast Member on ABC’s “Shark Tank” and Discovery Channel’s “Project Earth”. He is also Chairman of O’Leary Funds, Business TV Co-Host on the Lang & O’Leary Exchange, and a member of Boston’s Hamilton Trust, founded in 1882.

O’Leary has developed a cult following among financial professionals and smart investors with his pull-no-punches look at the good, the bad and the ugly with respect to his personal views on the markets and investment opportunities. Within his various television roles, his opinionated nature has won over millions, and he continues to impress his audiences with professional tips and personal anecdotes.

For the full sit-down interview with Kevin O’Leary on ForumTV, visit here:
Forum TV Episode 8 – October 27th, 2013 – Kevin O’Leary Interview

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