Credit Union Financial Management (CUFM)

Credit Union Financial Management

At CU Financial Management, your future is our priority. We help you make simple and effective decisions so you can navigate this complex world with ease. Through our comprehensive wealth planning services, data-driven strategies, and personalized support, we aim to deliver the best financial solutions to suit your needs. Our team provides a full range of investment, tax, estate, and financial services to enhance your wealth in all aspects. Our seasoned counsellors have experience delivering strategic solutions for a wide array of clients, from high net worth individuals to mid-size institutions. Our professional team is well-equipped to tailor our strategies to all your specific needs.

For years, our dedicated team has been providing investment counsel, portfolio management and wealth planning services to to individuals and institutions in our community. Our staff will work with you to fully understand your goals, investment objectives, risk tolerance, investment time horizon, major life changes and tax considerations, among several other factors. Once we conduct a thorough review of your profile, we will craft a customized and comprehensive wealth management strategy that is perfect for you. Wealth should be simple, and we want to help you keep it that way. Together, we can redefine your future.

Some of the services offered are:

Financial Planning

Good financial advice is valuable. When your advisor does their best work, your money could grow up to 3.9 times more each year.

  • Asset Allocation Analysis
  • Personal or Business Budget
  • Savings Strategies
Investment & Retirement Planning

It’s important to plan for your future today, this includes implementing a solid savings plan and managing your assets.
  • Retirement Needs Analysis
  • Retirement Plan Design
  • Group Retirement Planning Services
  • Savings Planning
  • Contribution Limits Planning
Wealth Protection Planning

You work hard for your money, so it’s important to keep it protected. We build custom solutions to protect you and the wealth you’ve generated.
  • Income Protection
  • Life Insurance
  • Permanent Disability Insurance
  • Business Insurance
Estate & Legacy Planning

Our advisors work with you to develop a comprehensive plan that reflects your wishes, protecting your assets and your loved ones.
  • Estate Planning & Gifting Strategies
  • General Estate Tax Planning
  • General Trust Planning
  • Trust Beneficiary Designations

Visit Credit Union Financial Management here to find out more info.

Contact Information

Truro Office:
347B Willow Street, Truro
Nova Scotia, B2N 5A6
(902) 895-3687


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


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


Scott Kay
Credit Union Financial Management. 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.

  • Community Wealth Strategies Fall Newsletter (PDF - 1.12 MB)

    Community Wealth Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, investments to
    members of credit unions and their communities. Trade-mark(s) of Community Wealth Strategies is used under license by Credential
    Financial Strategies Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
  • Community Wealth Strategies Winter Newsletter 2021 (PDF - 1.21 MB)

    Community Wealth Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, investments to
    members of credit unions and their communities. Trade-mark(s) of Community Wealth Strategies is used under license by Credential
    Financial Strategies Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
 

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