At CU Financial Management, our experienced advisors provide 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 leave a legacy for your loved ones, we can help. Our focus is on people, not products. We build long lasting relationships with our clients and provide personalized solutions to fit their values and goals. We’re invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive.
------------------------------
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, Atlantic Edge Credit Union Ltd, Community Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd and Credit Union Atlantic Ltd.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Company Details
- Employees
- 28
- Founded
- -
- Address
- 36 Brookshire Crt, Unit 4,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.cufm.ca
- Keywords
- Insurance, Investments, Advice, CFP, Wealth Building, Business Solutions, Retirement Planning.
- HQ
- Bedford, Nova Scotia
Cu Financial Management Questions
Cu Financial Management's website is http://www.cufm.ca
Cu Financial Management's LinkedIn profile is https://ca.linkedin.com/company/cu-financial-management
Cu Financial Management has
28 employees.
View email and phone details for 28
employees at Cu Financial Management.
Cu Financial Management's industry is
Financial Services
Cu Financial Management's top competitors are
Brunswick Credit Union,
Cua,
Atlantic Edge Credit Union,
Canadian Credit Union Association,
Nlcu,
East Coast Credit Union,
Credit Unions,
Provincial Credit Union,
Omista Credit Union,
Kindred Credit Union.
Cu Financial Management's categories are Financial Services
Cu Financial Management's founding year is 2019
