Solutions for Every Stage of Life

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We have a range of solutions to help you achieve your goals.

Financial planning for today and tomorrow

A good financial plan isn’t just for the future. We want to give you the confidence and peace of mind that comes from knowing you have the right solutions in place. Wherever you are on your financial journey, we’re here to help with a variety of solutions to help you achieve your goals.

Investment solutions

Whether you’re just starting out, or have already built your nest egg we have a variety of investment solutions to help you reach your goals.

  • 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 

Start building your strategy

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Couple smiling while receiving guidance from an advisor

Insurance solutions

You work hard for your money. We want to help you protect it. Whether you’re looking to protect your income, provide for your family in the event of the unthinkable, or leave a legacy for the next generation. We’ll help tailor a solution to fit your needs: 

  • Life Insurance (Term and Permanent) 
  • Disability Insurance 
  • Health Insurance 
  • Critical Illness Insurance
  • Long Term Care Insurance 

Protect what matters most

Business solutions

Every business is different. Whether you’re a team of one, 50 or 100, we’ll get to you know you and your business and create a custom solution that meets your unique needs. We ensure the planning we do for your business aligns with your personal goals. 

  • Employee Benefits Programs 
  • Health Spending Accounts 
  • Key Person Insurance 
  • Corporate Life Insurance 
  • Corporate Critical Illness Insurance 
  • Corporate Investment planning 

Talk to an expert

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John Peters

I’m in business locally, so I like to try and support others who are in business locally. I’ve had a great experience with CU Financial Management. It certainly gives a person a lot more peace knowing that you’ve got your finances covered if something should happen.”

Ready to get started? 

Whatever your financial goals, we’re here to help. 

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