BCV Wealth represents the collaborative activities of BCV Asset Management Inc and BCV Wealth Advisory Services Inc. No single entity employs all individuals or provides all services.

Portfolio Management
A subsidiary of ATB Financial, BCV Asset Management Inc. provides portfolio management services. Referral arrangements exist with BCV Wealth Advisory Services Inc. and National Bank Financial Special Services Department.

Financial Planning & Insurance Services
A subsidiary of ATB Financial, BCV Wealth Advisory Services Inc. provides financial planning advice and Insurance services only. Insurance services is registered in ON, MB, AB and BC. Compensation is commission-based. Financial projections are illustrative and not guaranteed. It is your responsibility to keep us updated on any changes to your situation.

Our Commitment to You
Our primary objective is to provide a seamless and integrated service, driven by your overall financial plan. To do this, your personal information will be shared between our corporate entities solely to deliver coordinated advice. We are committed to acting in your best interest and mitigating potential conflicts of interest. We encourage you to discuss any concerns with your advisor.