*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, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Mosaik Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Souris Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Valley Credit Union.
Financial Planning
Your future looks bright and we're here to help you plan for it.
Expert financial advice
As a trusted partner of Provincial Credit Union, CU Financial Management provides 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.
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.
Financial planning essentials
Invest & retire
Protect what matters
Leave a legacy
Solutions
CU Financial Management works closely with Provincial Credit Union's team to provide access to a full suite of solutions tailored to fit your unique needs.
Investment*
• RRSPs
• Tax Free Savings Accounts
• Disability Savings Plans
• Education Savings Plans
• Non Registered Accounts
• Mutual Funds
• ESG and Responsible Investment Funds
• Individual Stocks and Bonds
• Exchange Traded Funds (ETFs)
Insurance & Financial Planning
• Life Insurance (Term and Permanent)
• Disability Insurance
• Health Insurance
• Critical Illness Insurance
• Long Term Care Insurance
• Financial Planning*
• Retirement Planning
Business
• Employee Benefits Programs
• Health Spending Accounts
• Key Person Insurance
• Corporate Life Insurance
• Corporate Critical Illness Insurance
• Corporate Investment planning
Let us introduce you.
Ready to explore your wealth management opportunities with CU Financial Management? Reach out to us today to learn how we, together with CU Financial Management, can help you achieve your financial goals.
Already familiar with CU Financial Management services and ready to get started? Book a time with our CU Wealth Essentials team.
Already familiar with CU Financial Management services and ready to get started? Book a time with our CU Wealth Essentials team.
Retirement planning calculator
Get retirement ready with help from our handy planning calculator.
Education planning calculator
Estimate how much you need to save for your child’s future education.
Savings calculator
See how fast you can grow your money.
Legal Disclaimer
Level up your financial know-how
TFSA 101: Key Benefits Every Canadian Should Know
Saving for your future doesn’t have to be complicated — and a Tax-Free Savings Account (TFSA) is a simple way to help your money grow over time. Learn about the benefits and how it can help you reach your financial goals faster.
Building healthy financial habits
6 steps to building healthy financial habits.
Make your home buying journey a little easier
Designed to help Canadians save for a first home, the First Home Savings Account (FHSA) makes purchasing your first home a little easier.
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Copyright 2026 Provincial Credit Union Ltd. All rights reserved.