Community Wealth Strategies

Community Wealth Strategies is a personal insurance planning service designed to help turn financial security into financial reality.

Whether you are just starting out or have considerable assets, an investment plan can help you achieve and maintain financial strength. Consultation with a financial professional can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. There is no cost or obligation to meet with a licensed representative. Invest some time and we will give you a free, personalized financial plan to help you towards financial freedom.

Part of sound financial planning involves timely reviews of your progress. Your Community Wealth Strategies representative can meet with you on a regular basis, giving you confidence knowing you're headed in the right direction.

Some of the services offered are:

  • Insurance Planning - Life, Critical Illness, Disability, and Long Term Care.
  • Financial planning
  • Retirement planning
  • Survivor income needs
  • Income protection
  • Education
  • Investment planning

Click here to find out more info.

Contact Information

Truro Office: 347B Willow St. Truro, NS, B2N 5A6
(902) 895-3687

Craig Gunn
Mutual Fund Investment Specialist & Finacial Advisor
CU Financial Management/Community Wealth Strategies
902-895-3687
902-499-8876
craig.gunn@cufm.ca


Scott Kay
Mutual Funds Specialist
CU Financial Management/Community Wealth Strategies
(902) 895-3687
(902) 895-9423
scott.kay@cufm.ca



Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential is a registered mark owned by Aviso Wealth Inc.

 

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