*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Community Credit Union Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Mosaik Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Souris Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Valley Credit Union.
Plan. Invest. Protect.
CU Financial Management
A Credit Union Company
A Credit Union Company
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Expert financial advice for credit union members from a partner they trust
As a trusted partner of [INSERT CREDIT UNION NAME], CU Financial Management provides tailored
financial planning for every stage of life.
financial planning for every stage of life.
Financial planning essentials
Invest & retire with us
Protect what matters
Leave a legacy
With us, you're more than a number
Why are we confident CU Financial Management is the right fit for you? Because you won't settle for being just a number.
Our focus is on people, not products. Like your credit union, we build long-lasting relationships with our clients and provide personalized solutions designed to fit your values and goals.
Our focus is on people, not products. Like your credit union, we build long-lasting relationships with our clients and provide personalized solutions designed to fit your values and goals.
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Our solutions
We work closely with your local credit union team to provide access to a full suite of solutions tailored to fit your unique needs.
Investments
RRSPs
Tax Free Savings Accounts (TFSAs)
Disability Savings Plans
Education Savings Plans
Non Registered Accounts
Mutual Funds*
ESG and Responsibile Investment Funds*
Individual Stocks and Bonds*
Exchange Traded Funds (ETFs)*
Insurance
Life Insurance (Term and Permanent)
Disability Insurance
Health Insurance
Critical Illness Insurance
Long Term Care Insurance
Financial Planning
Retirement Planning
Disability Insurance
Health Insurance
Critical Illness Insurance
Long Term Care Insurance
Financial Planning
Retirement Planning
Business
Employee Benefits Programs
Health Spending Accounts
Key Person Insurance
Corporate Life Insurance
Corporate Critical Illness Insurance
Corporate Investment Planning
Health Spending Accounts
Key Person Insurance
Corporate Life Insurance
Corporate Critical Illness Insurance
Corporate Investment Planning
Meet with an advisor
Ready to explore your wealth management opportunities with CU Financial Management? Reach out to [Insert Credit Union Name] today to learn how we, together with CU Financial Management, can help you achieve your financial goals.
Already familiar with our services and ready to get started? Book a time with our CU Wealth Essentials team.
Already familiar with our services and ready to get started? Book a time with our CU Wealth Essentials team.
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Copyright 2025 Consolidated Credit Union. All rights reserved.
Copyright 2025 Consolidated Credit Union. All rights reserved.
