A management and leadership company formed in 2012 by like-minded credit unions under the Credit Union Services Organization (CUSO) model, Wealth Strategies Inc. provides its partners with access to best practice strategy and processes in support of building successful wealth management divisions.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 3021b Pandosy Street, Kelowna,bc V1y 1w3,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cuwealth.ca
- Keywords
- Kelowna.
- HQ
- Kelowna, BC
Cuso Wealth Strategies Inc. Questions
Cuso Wealth Strategies Inc.'s website is cuwealth.ca
Cuso Wealth Strategies Inc.'s LinkedIn profile is https://ca.linkedin.com/company/cuso-wealth-strategies-inc-
Cuso Wealth Strategies Inc. has
3 employees.
View email and phone details for 3
employees at Cuso Wealth Strategies Inc..
Cuso Wealth Strategies Inc.'s industry is
Financial Services
Cuso Wealth Strategies Inc.'s top competitors are
Splunk,
Palo Alto Networks,
Stellervista Credit Union,
Cuso International.
Cuso Wealth Strategies Inc.'s categories are Financial Services
Cuso Wealth Strategies Inc.'s founding year is 2012
