CUFM
We are proud to partner with Provincial Credit Union to offer comprehensive wealth management services to its members. At CU Financial Management, we provide tailored solutions for both personal and business needs, ensuring your financial future is secure and prosperous.
Our Services:
| Investment Solutions*: • RRSPs • Tax-Free Savings Accounts • First-Time Home-Buyers 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 |
Financial Planning Essentials: • Savings Strategies • Cash Flow Planning • Goal Planning • Asset Allocation and Risk Analysis • Retirement Needs Analysis • Retirement Income Planning • Contribution Limits Planning |
| Protect What Matters: • Life Insurance (Term and Permanent) • Disability Insurance • Health Insurance • Critical Illness Insurance • Long-Term Care Insurance • Business Insurance |
Business Solutions: • Employee Benefits Programs • Health Spending Accounts • Key Person Insurance • Corporate Life Insurance • Corporate Critical Illness Insurance • Corporate Investment Planning |
To learn more or to book an appointment, reach out to one of our Regional Advisors or visit cufm.ca. We're here to help you achieve your financial goals.
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Meet the team!
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*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, Community Credit Union of Cumberland Colchester Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, Souris Credit Union Ltd, and Valley Credit Union.
