BCU Insurance

BCU Wealth Management, founded by Max Trojan in 2002, specializes in comprehensive, goals-based wealth planning and asset management for retail clients, overseeing over $125 million in securities. With a team of experienced advisors, including Andrew Ostapchuk and Katrusia Chabluk, the firm is dedicated to delivering personalized financial solutions tailored to individual client needs. Max Trojan, with over 27 years of experience in the Canadian financial services sector, leads the firm's market outlook and asset allocation policy. The advisors at BCU Wealth Management are committed to fostering financial well-being and maintaining strong community ties, particularly within Winnipeg's Ukrainian community. Generated from the website

BCU Wealth Management is a full-service boutique investment firm based in Toronto, specializing in customized financial planning solutions for individuals, families, businesses, foundations, trusts, and nonprofit organizations. Their holistic approach to wealth management takes into account the entire financial outlook of clients, allowing for tailored investment portfolios that align with specific goals. Committed to helping clients achieve their financial objectives, BCU Wealth Management employs a multi-step process that includes understanding clients' financial histories, developing comprehensive investment plans, and providing ongoing progress meetings. The firm partners with Raymond James Ltd, ensuring clients benefit from a wide range of investment solutions while receiving continuous monitoring and advice on their portfolios. Generated from the website

BCU Financial is a full-service credit union based in Toronto, Ontario, established in 1952, that prioritizes the well-being of its members by offering competitive rates and personalized financial services. With a commitment to community engagement, BCU actively supports Ukrainian initiatives and invests in local initiatives, championing the growth of its members and the community as a whole. Dedicated to meeting a diverse range of financial needs, BCU Financial provides services such as daily banking, loans, mortgages, and investment options while ensuring members have access to human support for open and honest financial guidance. The credit union fosters a unique environment where profits are shared with members, reinforcing its focus on community and member satisfaction. Generated from the website