CU Financial Management

CU Wealth Management Logo

Life Insurance - The most important thing you’ll ever buy

You spend your whole life building a better financial future, so isn’t it equally important to protect it? A vital part of any complete financial plan, life insurance* can help you protect what matters most to you. Talk to one of a knowledgeable CU Financial Management Wealth Consultants about:

  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Estate planning
  • Segregated funds
  • Annuities

If your needs are more complex, the CU Financial Management Wealth Consultants also work with an extended team of experts in the areas of philanthropy, pension and trust services and tax, legal and accounting services.

Protect your wealth and the ones you love. It begins with a conversation.

Contact a Wealth Consultant today.

Telephone: (709) 739-1080

*CU Financial Management offers financial planning, life insurance and investments to members of credit unions and their communities.

Online investing with Qtrade Investor

We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers.

If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals:

  • Exceptional value: $8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Plus, choose from 100 free ETFs and trade mutual funds commission free.
  • Outstanding service: Prompt, friendly service is part of the Qtrade experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.
  • Accounts you need: Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
  • Investment choices: Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
  • Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.
  • Convenient access: Stay connected to the markets, wherever, whenever. Invest, monitor your portfolio positions and access market information online, with Qtrade Investor for iPhone, iPad, and Android.
  • Award-winning trading experience: Qtrade Investor’s easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.

Find out how Qtrade Investor can help you reach your financial goals.

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.

Our Partners in Wealth Management - Introducing Aviso Wealth Inc.

Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Aviso, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.

Here at Public Service Credit Union, we offer investors access to the following Aviso services:

  • Credential Asset Managment Inc. - For help building a mutual funds portfolio
  • Credential Investor - Online brokerage for self-directed investors
  • Credential Financial Stratagies Inc. - To protect against the unexpected with life insurance, or to plan your estate

For more information on Credential, or on building and protecting your wealth, talk to one of our the Credential Wealth Consultants.

Telephone: (709) 739-1080

Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. CU Financial Management is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc. Credential Asset Management Inc., Qtrade Investor and CU Financial Management are all owned subsidiaries of Aviso Wealth Inc.