CU Financial Management

About CU Financial Management

To offer you a well-diversified investment plan, CU Financial Management, a full-service brokerage, which offers you access to capital markets and meets your needs with a full range of investment options.

Our experienced Investment Advisors are committed to help you reach your personal financial goals and needs using leading-edge tools and services, and a full range of equities, fixed income instruments, mutual funds and more. Their approach is comprehensive, their advice backed by in-depth research and expertise, and most importantly, their service is personal.

Our Investment Advisors can guide you in a wide range of areas: 

  • Managing expenses and debt
  • Building an emergency fund
  • Saving for a first home or other major purchase
  • Preparing for major life events
  • Receiving an inheritance
  • Planning for retirement
  • Generating income during retirement
  • Improving after-tax returns
  • Ensuring a tax-efficient transfer of your estate
  • Leaving a legacy

Good advice starts with a conversation about your unique situation. Your Investment Advisor will answer your questions and help you articulate your priorities and aspirations. Based on those insights, they’ll design a personalized strategy to put you on track and recommend appropriate investments. They’ll monitor your progress, check in with you regularly, and adjust your plan as your circumstances change, so you always feel comfortable and confident.

NEI Market Update

  • June 22

    "The Cost of Capital Protection"
  • June 13

    "The big picture is positive"
  • June 8

    “Is Responsible Investing part of your portfolio?”
  • June 1

    “Benefits of working with a financial advisor”
  • May 25

    "Its impossible to know when the market is at a top down or a bottom. But we do know that selling your investment after a steep loss can have a negative impact on your financial future"
  • May 19

     “Even calm water can have ripples”
  • May 11

    “Tips for investing in a Bear Market”
  • May 04

    “Correctly predicting the ups and downs of the market is an extremely difficult, if not, impossible task. Maintaining focus on your investment objectives and long-term goals will help get you to the finish line.”
Questions about your portfolio or looking to start investing?
Please reach out to Financial Services Coordinator, Jody Childs:
Phone: 1-709-701-1463
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, Tignish Credit Union Ltd, Évangéline-Central Credit Union Ltd., Malpeque Bay Credit Union Limited, Provincial Credit Union Limited, Souris Credit Union Ltd, EasternEdge Credit Union Limited, Atlantic Edge Credit Union Limited, Community Credit Union Limited, Public Service Credit Union Limited, Reddy Kilowatt Credit Union Limited, and Credit Union Atlantic Limited