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Financial Planning

Your future looks bright and we're here to help you plan for it

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How we can help you

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Tax planning

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Investment planning

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Insurance planning

Financial planning essentials

Protect what matters most

Leave a legacy

 
 

Why plan for the future with us?

Personalized support

Working with an advisor can mean the difference between a plan and action. Get expert, friendly, step-by-step advice to make your goals a reality.

Local insight

We know our communities inside and out, which means we have the know-how to inform financial advice for our local economies.

Certified experts

Personalized service and solutions from our experts will set you ahead – they know their stuff when it comes to helping you reach your financial goals.

 
 
 
 
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Get retirement ready with help from our handy planning calculator.

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Estimate how much you need to save for your child’s future education.

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See how growing your money tax free will help boost your savings.

 
 

*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, Consolidated Credit Union Ltd,  Provincial Credit Union Limited, Souris Credit Union Ltd, Atlantic Edge Credit Union Ltd, Community Credit Union Limited, Public Service Credit Union Limited, and Reddy Kilowatt Credit Union Limited. Limited offering financial planning, life insurance and investments to our members and their communities.