Our Services

Name: CU Financial Management
Price range: $

We’re here to help you navigate your financial future.

Financial planning essentials

Invest & retire with us

Protect what matters

Leave a legacy

Personalized solutions to meet your needs

Planning essentials

We want you to feel in control of your finances. We’ll get to know you and design a personalized plan based on your values and goals.

Savings strategies
Cash flow planning
Goal planning

Discuss your goals with an advisor

Invest for the long term

While higher risk has historically meant higher returns over the long run, it’s important to choose a risk tolerance that aligns with your goals. Our advisors can help determine the appropriate amount of risk for your portfolio.

Conservative Aggressive

For Illustrative purposes only. Source: MSCI World Equity index and Barclay’s Aggregate Bond Index from 1980 – 2018 inclusive.

Invest & retire with us

When it comes to investments and planning for retirement, it can seem like the options are endless. We’ll help you find the right mix for your goals and timeline.

Asset allocation and risk analysis
Retirement needs analysis
Retirement income planning
Contribution limits planning

Start building your strategy

Are you on track to retire?

I am
years old.

I make
per year.

I have
invested.

I save
per year.

Based on the assumption of a retirement age of 65, combined CPP & OAS of $16,675.00, a rate of return of 4%, and a life expectancy of 95

Protect what matters

You work hard for your money, and we’re here to help you protect it. We build custom solutions to protect you, your family and the wealth you are accumulating.