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.
Plan. Invest. Protect.
CU Financial Management
A Credit Union Company
Select Image
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.
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.
Select Image
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.
Select Image
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.
tailored to fit your unique needs.
Select Image
Investment |
Insurance |
Business |
| RRSPs 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
more.
Together, we can redefine your future.
goals, investment objectives, risk tolerance, significant life changes, tax considerations — and
more.
Together, we can redefine your future.
Select Image
Terms and conditions
Security Legal Privacy Ombudservice
Copyright 2024 Brunswick Credit Union. All rights reserved.
Copyright 2024 Brunswick Credit Union. All rights reserved.
