Financial Planning | BCU Financial – Buduchnist Credit Union

Financial Planning

BCU Financial is part of BCU Financial Group, a fast-growing Ontario-based financial group that provides Canadians with diversified services and products. BCU Financial is able to offer you a selection of financial planning services through its partnership with BCU Wealth Management and BCU Insurance.

BCU Wealth Management will design a financial portfolio to best suit your individual needs. It provides expert advice on all aspects of financial planning including: retirement planning, education planning, tax minimization planning and estate planning.

BCU Wealth Management

BCU Insurance also provides investment services in addition to personalized insurance coverage. It offers segregated funds that provide a guarantee to protect part of the money you invest. BCU Insurance also provides retirement and education plans.

BCU Insurance Protection

Online Trading

Qtrade

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions. We’ve partnered with Qtrade Direct Investing™ to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds – with low trading fees. The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today.

qtrade.ca/investor

Would you like to talk to us directly?

+1 (416) 763-8914

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