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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

 



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


(250) 495-6987

wealth@ocuwms.com

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