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Plan. Invest. Protect.

CU Financial Management

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 your credit union, CU Financial Management provides tailored financial
planning for every stage of life.

Whether you’re just starting out, building your wealth, running a business, planning for
retirement or want to ensure that you’re leaving a legacy for your loved ones, we can help. 
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Financial planning essentials

Invest & retire
with us

Protect what


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.

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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.
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Tax Free Savings Accounts
Disability Savings Plans
Education Savings Plans
Non Registered Accounts
Mutual Funds
 ESG and Responsible Investment Funds
Individual Stocks and Bonds
Exchange Traded Funds (ETFs) 
Life Insurance (Term and Permanent)
Disability Insurance
Health Insurance
Critical Illness Insurance
Long Term Care Insurance
Employee Benefits Programs
Health Spending Accounts
Key Person Insurance
Corporate Life Insurance
Corporate Critical Illness Insurance
Corporate Investment planning

Meet with an advisor

Ask your Credit Union for an introduction. Our team will work with you to fully understand your
goals, investment objectives, risk tolerance, significant life changes, tax considerations — and
Together, we can redefine your future.
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Mutual funds, other securities and securities-related financial planning services are offered through
Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered
mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold
financial planning accreditation from applicable regulatory authorities. Mutual funds and related
financial planning services are offered through Credential Asset Management Inc.
CU Financial Management Ltd. is wholly owned by Brunswick 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 Ltd, Souris Credit Union Ltd, EasternEdge Credit Union Ltd, Atlantic
Edge Credit Union Ltd, Community Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt
Credit Union Ltd and Credit Union Atlantic Ltd.