National Bank Financial - Wealth Management

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

Wealth advisory services only - Not a bank branch - No ABM available

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.