Skip to main content
 
Select Image
 

Expert financial advice for credit union members from a partner they trust

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

Business Solutions

Select Icon

Investment planning

Select Icon

Insurance planning

 
 

Why plan for the future with us?

Personalized support

Working with an advisor can mean the difference between a plan and action. Get expert, friendly, step-by-step advice to make your goals a reality.

Local insight

We know our communities inside and out, which means we have the know-how to inform financial advice for our local economies.

Certified experts

Personalized service and solutions from our experts will set you ahead – they know their stuff when it comes to helping you reach your financial goals.

 
 
 
 
Select Icon

Get retirement ready with help from our handy planning calculator.

Select Icon

Estimate how much you need to save for your child’s future education.

Select Icon

See how growing your money tax free will help boost your savings.

 

Level up your financial know-how

Guide to saving & investing, opens in a new tab

Want to learn more about investing? Wish you could save more and spend less? This guide has you covered.

5 things I wish I knew before retiring, opens in a new tab

They say hindsight is 20/20. We talked to five retired Atlantic Canadians to get their advice for others.

 
CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Mosaik Credit Ltd, Community Credit Union Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidated Credit Union Ltd, Provincial Credit Union Ltd, Souris Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Credit Union Atlantic Ltd.