Financial Planning


We're here to help answer all your questions. 

When you need the advice of a seasoned financial specialist, count on CU Financial Management ™ at your credit union. CU Financial Management ™ offers financial planning, life insurance and investments to members of credit unions and their communities.  Together, we offer you a comprehensive suite of financial services and solutions designed specifically for your situation. These include:

  • Deposit products
  • RRSPs
  • RRIFs
  • RESPs
  • Investments
  • Insurance
  • Mutual Funds offered through Credential Asset Management Inc. and Credential Securities*
  • Online brokerage service is offered by QTrade Investor*
Learn more >>> 

*Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.

CU Financial Management Ltd  is wholly owned by Bayview Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidate Credit Union Ltd, Provincial Credit Union Limited, Souris Credit Union Ltd, EasternEdge Credit Union Limited, Leading Edge Credit Union Limited, Community Credit Union Limited, Public Service Credit Union Limited, Reddy Kilowatt Credit Union Limited, and Eagle River Credit Union Limited offering financial planning, life insurance and investments to our members and their communities.