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Plan. Invest. Protect.

CU Financial Management

A Credit Union Company
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Expert financial advice for credit union members from a partner they trust

As a trusted partner of Venture Credit Union, CU Financial Management provides tailored
financial planning for every stage of life.

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.
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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.

Investments

RRSPs
Tax Free Savings Accounts (TFSAs)
Disability Savings Plans
Education Savings Plans
Non Registered Accounts
Mutual Funds*
ESG and Responsibile Investment Funds*
Individual Stocks and Bonds*
Exchange Traded Funds (ETFs)*

Insurance

Life Insurance (Term and Permanent)
Disability Insurance
Health Insurance
Critical Illness Insurance
Long Term Care Insurance
Financial Planning
Retirement Planning

Business

Employee Benefits Programs
Health Spending Accounts
Key Person Insurance
Corporate Life Insurance
Corporate Critical Illness Insurance
Corporate Investment Planning

Meet with an advisor

Ready to explore your wealth management opportunities with CU Financial Management? Reach out to Venture Credit Union today to learn how we, together with CU Financial Management, can help you achieve your financial goals.
 
Already familiar with our services and ready to get started? Book a time with our CU Wealth Essentials team.
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Mutual funds and other securities are offered through Aviso Wealth, as division of Aviso Financial Inc. CU Financial Management Ltd. is wholly owned Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Community Credit Union Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Mosaik Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, Souris Credit Union Ltd, and Valley Credit Union and trusted wealth management provider for Venture Credit Union.

 
 

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Branch Hours Mon-Fri: 9:30-4:00
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