Reimagine Investing
Because managing risk means not putting everything in one basket.
Your financial plan should fit your lifestyle, your goals, and protect what matters most.
At LDCU Wealth Strategies, we build personalized plans designed to grow, protect, and adapt as your life changes.
Here's how we help turn plans into action.
Investing that fits
We design investment strategies that fit your life, your goals, and your comfort with risk.
Plans that fit
- RRSPs, TFSAs, and RESPs
- Personalized investment portfolios
- Life-stage planning and goal-based strategies
Reimagine Investing
We take a balanced approach to investing that protects what you have built while supporting long term stability and growth.
Plans that Protect
- Life and health insurance
- Estate planning
- Tax-efficient strategies
- Risk management
Make your financial dreams come true
We turn long term goals into clear, actionable plans with trusted guidance.
Plans that Grow
- Retirement planning
- Business succession
- Wealth transfer strategies
Our Services
Explore investment options that fit your goals and the level of support you prefer. Choose Your Way to Invest;
PROTECTION
Life & Health Insurance
Protect what matters most with coverage designed to support your family and safeguard your long-term financial security. Solutions include term life, permanent life, and critical illness insurance tailored to your needs.
Disability Protection
Ensure your income continues—even if you’re unable to work. Disability insurance helps maintain financial stability through life’s unexpected challenges.
Long-Term Care Coverage
Plans designed to support ongoing medical or personal care needs, helping you maintain independence and financial confidence as circumstances evolve.
Mortgage & Loan Protection
Coverage that secures your major debts and protects your home and financial commitments in the event of illness, injury, or loss.
INVESTMENT SOLUTIONS
Managed & Guided Solutions
Professionally managed options that combine insurance with investment features, providing disciplined oversight and ongoing advice for long-term planning.
TAX & ESTATE
Tax-Smart Investing
Insurance-linked investment strategies that minimize tax impacts and enhance after-tax returns, helping your wealth grow more efficiently.
Estate Protection Solutions
Insurance-based strategies that help preserve wealth, reduce complexity, and support a smooth, tax-efficient transition for your beneficiaries.
BUSINESS & BENEFITS
Business & Group Benefits
Comprehensive, customizable insurance solutions for business owners and professionals, including employee benefits packages, key-person coverage, and business continuity protection.
Insurance solutions are offered through LDCU Wealth Strategies, a trade name of Aviso Insurance Inc.
LDCU — proudly serving the community since 1944.
