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Financial Planning

Your future looks bright and we're here to help you plan for it

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How we can help you

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Financial Planning Essentials

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Investment planning

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Insurance planning

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Wealth Management

 
 

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.

 

Meet our financial planner

Joe MacDonald

Regional Financial Planner

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Get retirement ready with help from our handy planning calculator.

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

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

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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.

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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.

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Get more genuine tips, tricks, and helpful resources on our Honest Money blog., opens in a new tab

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*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Community Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast 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.

 
 

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