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OCU Wealth Management

 

Discover the Power of a GREAT Plan

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.

 

Ways OCU Wealth can help you:

1. Build a retirement plan, tailored to you

2. Invest well, with your unique lifestyle needs in mind

3. Create peace of mind, knowing your loved ones are protected

4. Create an estate plan that reflects your values

5. Protect your business or plan your succession strategy

(250) 495-6987



Let’s Talk. Contact us today to set up a meeting:


Ryan Hildebrandt

Ryan Hildebrandt(PFP®)

Personal Financial Planner

Qtrade Asset Management Inc.

250.495.3732          rhildebrandt@ocuwms.com

I have been helping clients simplify their financial needs since 2005. As part of the Osoyoos Credit Union Wealth Management team, I will continue to offer comprehensive financial planning for members and the community. Read more

                                                    
Herman Gill

Herman Gill

Associate Advisor/Mutual Funds Representative

Bachelor of Business Administration (BBA)

Qtrade Asset Management Inc.

250.495.6987          hgill@ocuwms.com

As an investment specialist, since 2012, I am proud to serve the Southern Okanagan Boundary region at Osoyoos Credit Union. Read more

 

 

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.