If you are like most of our members’ at Osoyoos Credit Union, you are more comfortable dealing with a credit union. You do not need to give up that feeling of comfort when it comes to any of your financial needs, whether it is for retirement, estate, investment, education or tax planning. When it comes to investments there are so many options that selecting the right ones can be very intimidating. Our Wealth Management Advisor can review your existing investments, with no obligation.
Think of this as a check-up that will help ensure your future financial health. Our Wealth Management Advisor can assist in all aspects of your financial goals, regardless of what stage of life you are in. This is a free service allowing you to benefit from expert investment and financial advice and solutions.
OCU Wealth Management helps you balance your needs of today with your goals of tomorrow.
Please come and see us. Together we can develop your own, tailor-made plan to help identify and achieve your financial goals. From saving programs, retirement planning, protection for what you love and estate planning, OCU advisors will help you find your starting line and support each step moving forward.
As a financial professional, my role is to help clients plan for and protect their financial future. I help them understand and navigate the complexities of the financial world, bringing clients peace of mind by focusing on risk and discussing strategy to protect them and their family.
I welcome the opportunity to discuss your financial goals and establish a strategy for your investment.
VirtualWealth is a trade name of Credential Qtrade Securities Inc.