We can help with your 2025 financial goals! Let us work with you to Plan, Invest, and Protect for the next year(s). #financialplanning #2025goals #WeLiveHereWeWorkHere
CU Financial Management
Financial Services
Bedford, Nova Scotia 922 followers
Whatever your financial goals, we’re here to help you get there.
About us
At CU Financial Management, our experienced advisors provide tailored financial planning for every stage of life. Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to leave a legacy for your loved ones, we can help. Our focus is on people, not products. We build long lasting relationships with our clients and provide personalized solutions to fit their values and goals. We’re invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive. ------------------------------ CU Financial Management Ltd. is wholly owned by Brunswick Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidated Credit Union Ltd, Provincial Credit Union Ltd, Souris Credit Union Ltd, Atlantic Edge Credit Union Ltd, Community Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd and Credit Union Atlantic Ltd. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
- Website
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http://www.cufm.ca
External link for CU Financial Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bedford, Nova Scotia
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Insurance, Investments, Advice, CFP, Wealth Building, Business Solutions, and Retirement Planning
Locations
Employees at CU Financial Management
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Craig Gunn, CFP®
Regional Financial Planner at CU Financial Management
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Cheryl Young
Communicator | Writer | Creator | Optimist
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David Mercer
Regional Wealth Management Coach at CU Financial Management
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David Guzzo, MBA, CFP
Financial Service Executive | Strategic leader | Collaborative | Results Oriented | Purpose Driven
Updates
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In our experience, most entrepreneurs are often natural 'givers' and are driven to help grow their businesses along with their communities. What's your take?
5 Entrepreneurial Reasons to Embrace Philanthropy
advisorstream.com
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A warm welcome to our newest team member, Brett Hatheway PFA, CCS, RIS. Brett joined our CU Wealth Essentials team a little while ago, and we are very happy they did! As part of our digital team, they could be the first person you speak with when having your initial phone consultation, and their years of experience mean you'll be in great hands (so to speak). Welcome to the team Brett! #WeLiveHereWeWorkHere #teamwork #dreamteam
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