Wealth Management

We have a full service brokerage. Our team of investment and credit union professionals applies a pragmatic, proven approach to achieving your long-term financial goals. We focus on prudent, risk-controlled strategies aimed at growing your investments, generating income, preserving your wealth through retirement and/or preparing your future estate transfer to loved ones.

What we believe:

  • Focus on your long-term goals
  • Patiently stay the course
  • Focus on quality investments
  • Diversification is paramount

What you can expect from your investment advisor:

  • A personalized investment plan
  • Ongoing monitoring and a regular review
  • A team approach
  • A qualified and informed investment professional

Contact our wealth management office today at 902-538-4070 or toll free at 866-803-1399

CU Financial Management Ltd  is wholly owned by Bayview Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidate Credit Union Ltd, Tignish Credit Union Ltd, Évangéline-Central Credit Union Ltd., Malpeque Bay Credit Union Limited, Provincial Credit Union Limited, Souris Credit Union Ltd, EasternEdge Credit Union Limited, Leading Edge Credit Union Limited, Community Credit Union Limited, Public Service Credit Union Limited, Reddy Kilowatt Credit Union Limited, Eagle River Credit Union Limited and Credit Union Atlantic Limited offering financial planning, life insurance and investments to our members and their communities.