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 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 ensure that you're leaving a legacy for your loved ones, we can help...
We're invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive.
Also known as: CU Financial Management, CU Financial Management Ltd.