CU Financial Management

We know you have to plan for the future and you need your money to grow. That’s why at Public Service Union we provide access to a full range of account, investment, insurance, and lending products customized to get you to your goals.

Maybe you’re savings for your first home, retirement or your child’s education. Perhaps it’s all three. No matter what future means to you, our specialists can offer you timely, professional advice, giving you peace of mind that you’re heading in the right direction.

Our wide range of registered and non-registered investment options as well as insurance, trust and tax services give you the power to choose the products that best meet your needs. We can walk you through savings and borrowing strategies that make sense given your income and your future goals.

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

Our partnership with Credential Financial Strategies provides you with access to everything you’ll need for the future. Click here for details on services offered through Credential.

TM CU Financial Management is a trademark owned by Canadian Credit Union Association, used under license. ® HANDS & GLOBE Design is a registered certification mark owned by the World Council of Credit Unions. Credential Financial Strategies Inc. offers financial planning, life insurance and investments of members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under license.

 

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