Financial Planning

We're here to help answer all your questions. 

When you need the advice of a seasoned financial specialist, count on CU Financial Management ™ at your credit union. CU Financial Management ™ offers financial planning, life insurance and investments to members of credit unions and their communities.  Together, we offer you a comprehensive suite of financial services and solutions designed specifically for your situation. These include:

  • Deposit products
  • RRSPs
  • RRIFs
  • RESPs
  • Investments
  • Insurance
  • Mutual Funds offered through Credential Asset Management Inc. and Credential Securities*
  • Online brokerage offered through Qtrade*

Contact your nearest branch location to talk about your current situation. No obligations, no sales tactics. Just honest financial advice to help you reach your financial goals. 

 

*Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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, and Eagle River Credit Union Limited offering financial planning, life insurance and investments to our members and their communities.