Employee Recognition from CU Financial Management

Our team truly believes in the products and services that the credit union provides. Every member is unique and so, too, should be their financial solutions. This year, the team has really stepped up - to introduce members with financial planning needs - to the expertise provided by CU Financial Management advisors. And they’ve been rewarded with some well-deserved recognition.

CU Financial Management was formed in 2020 when a group of Atlantic Canadian credit unions came together to ensure that their members had access to top tier financial advice. They brought together professional advisors from across the region to build an organization grounded in the values that their members know and trust. Today, CU Financial Management supports members and non-members alike — providing expert advice across our four Atlantic provinces.

CU Financial Management advisors bring a wealth of knowledge to helping individuals with savings strategies, cash flow planning, and goal planning. Their full list of services can be found here.