CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Mosaik Credit Ltd, Community Credit Union Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidated Credit Union Ltd, Provincial Credit Union Ltd, Souris Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Credit Union Atlantic Ltd.
CU Financial Management Ltd. also maintains referral service agreements with Coastal Financial Credit Union Ltd., Glacé Bay Central Credit Union Ltd., iNova Credit Union, Sydney Credit Union, Teachers Plus Credit Union, and Venture Credit Union.
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.