Our Services

Personal life and investment planning from local professionals

Don't wait to start saving for the future. Our TCU Wealth Management Specialists provide expert advice and a wide variety investment options that  that are tailored to your unique and complex needs. 

Your TCU Wealth Management Specialist will provide you with personalized advice and market research to help you plan for retirement, an investment or more. You can trust our experts to help you build a wealth management strategy that is uniquely designed to meet your financial life goals and objectives.

Benefits of working with our team

  • Direct access to a local & experienced professional
  • A professionally managed portfolio
  • Unique and personalized investment advice
  • Management of complex investment needs
  • Estate planning services
  • Tax planning services

Our TCU Wealth Mangement Team has decades of experience helping people achieve their financial goals.




Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. 

 

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