UCU Wealth Strategies – Invest with Advice

 

Start your investment journey with a financial advisor by your side

If you are looking to develop a financial plan or create an investment portfolio, then working with an investment advisor is a smart way to achieve your financial goals.

Seeking the guidance of a financial advisor makes sense if you do not have a lot of investment knowledge or if you have a larger sum of unproductive money you want to invest.

The UCU Wealth Strategies Group with will provide expert advice to help you invest with confidence.  Investment Advisors Michael Zienchuk, Roman Mlynko, Tatiana Koroliova with Credential Securities and Mutual Fund Investment Specialists Kateryna Litvinjuk, Vlad Karman, Myroslava Fil with Credential Asset Management Inc. will expertly manage your investment portfolio and provide valuable advice to help grow your assets.

What is an investment advisor?

An investment advisor provides advice and analysis of your personalized investment or financial goals which include:

• Advice for investing in securities such as stocks, bonds and mutual funds
• Create and manage your investment portfolio
• Develop your long term financial goals
• Evaluate financial implications of previous investment decisions

Studies have shown that investors who work with an advisor accumulate more assets than those who do not.

UCU Wealth Strategy Group Investment Advisors and Mutual Fund Specialists have over a decade of experience, in-depth knowledge and credentials to add value to the management of your investment portfolio.

The Investment Advisor will work with you to:

Accumulate greater wealth by helping to create an investment strategy that is the right fit for your lifestyle, financial goals and risk level

Create a retirement plan so you can retire comfortably and live the life you envisioned

Develop a disciplined strategy to keep your long-term investment plan on track

Provide guidance so you can make informed investment decisions

Give calm advice to prevent emotional investing

Find investment opportunities in a volatile stock market

Schedule a free consultation by contacting the UCU Wealth Strategies Group through our website

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.