Like a good sidekick, we’re here to advise, optimize, and keep an eye on the details. You’re completely in charge of the decisions around your money and we’re in charge of ensuring those are the best possible decisions, without stepping on your toes or charging for services you didn’t ask for.
We think getting involved and getting smarter with your money is a good thing, and it’s about time you were rewarded for it.
Start with one of our dedicated wealth advisors. At YNCU, we believe in building long-relationships with our members so we get to know not just your investments, but the things that matter to you: your family, hobbies, career, and life goals.
Once we've got the full picture, we can work together to start establishing goals which reflect you and your unique finanical concerns and objectives.
We may not be richer than you think, but we do have a wealth of experience in creating successful plans to achieve our members' objectives. We'll put that experience to work for you, offering professional investment tools (like Qtrade investor, or our online sustainable investment platform) and advice to help you build and manage your portfolio your way.
Once we've set you on your path, we'll make sure you get where you need to go with ongoing monitoring, assessments, and optimizations. We skip the jargon and bureaucratic process to report back clearly and regularly, so you can relax knowing we're keeping an eye out and making it easier than ever to maximize your return and achieve your goals.
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