BCU Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
2282 Bloor St W, Toronto, Ontario, M6S 1...Phone Number
(416) 763-8900Website
www.bcuwm.comRevenue
<$5 MillionIndustry
About BCU Wealth Management
BCU Wealth Management offers a range of financial services including financial planning, retirement planning, education planning, tax minimization, and estate planning, tailored to meet the diverse needs of their clients. They provide investment products designed to minimize risk and maximize returns, with a focus on personalized strategies and expert guidance. Their intended clients include individuals and businesses seeking to achieve financial success and secure their financial future. With over 20 years of experience and a partnership with Raymond James Ltd., BCU Wealth Management is committed to delivering effective investment management and tailored financial recommendations.Explore more
SIC Code 62,628NAICS Code 52,523Show moreBCU Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
BCU Wealth Management
<$5M
1-10
Private
-
2002
DB
Dana BoykoManaging Director & Chief Investment Officer
BCU Wealth Management Tech Stack
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BCU Wealth Management offers a range of financial services including financial planning, retirement planning, education planning, tax minimization, and estate planning, tailored to meet the diverse needs of their clients. They provide investment products designed to minimize risk and maximize returns, with a focus on personalized strategies and exp... Read More