OCU Wealth Management is supported by a full range of products and services.
Determine your goals, needs and priorities – what’s important to you?
The first step of the approach is to understand your financial goals, needs and priorities. Each person’s story is different and we need to hear yours. This will help determine whether we can provide what you are looking for and whether we can meet your expectations. This is an important part of ensuring a long-term relationship.
Analyze your current situation with respect to your goals, needs and priorities
We will then gather all quantitative and qualitative information related to your current situation. In other words, we are going to ask a lot of questions. At times, it may seem the questions are not directly related to the matter at hand. Often, there are connections and consequences of one financial decision on another. It is important we have a complete understanding of your specific, personal financial situation before we make any recommendations.
Implement your personalized strategies
Through thoughtful conversation we will discuss and mutually agree on implementation action, responsibilities, and time frames. We will then act to implement the approved recommendations.
Invest well, with your unique lifestyle needs in mind
Build a retirement plan, tailored to you
Monitor your plan
We will agree on a timeframe for monitoring and evaluating each of the financial strategies based on your goals, needs and priorities. We will review and assess your progress, update your current situation, and clarify your goals and priorities to determine and discuss any necessary revisions to your plan.
Create peace of mind, knowing your loved ones are protected
Create an estate plan that reflects your values
Protect your business or plan your succession strategy
More than investments, we offer financial solutions for you!
Let us help you balance your needs and dreams.
Contact us today to set up a meeting
250.495.6987 • email@example.com
8312 Main Street • Osoyoos, BC
Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.