LOG IN BCU LINK BANKINGMEMBERSHIP CONTACT USABOUT US

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

BCU Financial is able to offer you a selection of financial planning services through its partnership with BCU Wealth Management. BCU Wealth Management offers a range of investment solutions, including self-directed investing through Qtrade Investor.

If you want to invest your money and manage your investments on your own, you can reduce fees and commissions by setting up a self-directed Qtrade Investor account. The Qtrade Investor online trading platform puts you in full control of your investments with tools and resources that will help you make well-informed decisions and invest your money with confidence.

Setting up a Qtrade Investor account is fast and easy.
To start investing today go to:

qtrade.ca/investor

Find a Branch Near You

Search