Wealth Management

Whether you are just starting out or have considerable assets, an investment plan can help you achieve and maintain financial strength. CU Financial Management (CUFM) is a full service brokerage that offers access to capital markets and a full range of investment options that can help you achieve your long-term financial goals. Our experienced Investment Advisors can answer your financial questions, review your overall financial situation, determine goals, and develop personalized investment strategies.

Your Investment Advisor will monitor your progress, check in with you on a regular basis and adjust your plan as required, giving you confidence knowing you're headed in the right direction.

Learn more about CUFM here: https://cufm.ca/

Services offered:

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

How would you like to start investing?

VirtualWealth® Expand/Collapse

Receive digital advice from virtualwealth, a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance.

Learn more here.

Qtrade Direct Investing™ Expand/Collapse

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

Learn more here.

Contact our team below: Expand/Collapse

Port Hawkesbury Office:
1 – 714 Reeves Street, Port Hawkesbury, NS, B9A 2S1
Toll free: 1-888-295-4824

Tryphena MacDonald
Associate Advisor, CU Financial Management
T: (902) 625-5489
F: (902) 625-5471

Halifax Office:
6074 Lady Hammond Road, 4th Floor, Halifax, NS, B3K 2R6

Rae Tench, CFP®
Financial Planner, CU Financial Management
T: (902) 464-7117
F: (902) 464-7118

Brandon Croken, CFP®
Financial Planner, CU Financial Management
T: (902) 706-3700
F: (902) 457-8308

Antigonish Office:
257 Main Street, Antigonish, NS, B2G 2C1
Toll Free:  1-866-597-5783

Susan Tubrett
Mutual Funds Investment Specialist, Credential Asset Management Inc.
T: (902) 867-5793
F: (902) 863-8251

Michelle McNeil
Associate Advisor, Credential Asset Management Inc.
T: (902) 867-5793
F: (902) 863-8251

NEI Market Update - Weekly Financial Tips: Expand/Collapse

Brandon Croken, CFP, RIS

January 25th, 2021

January 18th, 2021

January 11th, 2021

November 23rd, 2020

November 16th, 2020

June 22nd, 2020 - “The Cost of Capital Protection” 

June 13th, 2020 - “The Big Picture is Positive”

June 8th, 2020 - “Is Responsible Investing part of your portfolio?”

June 1st, 2020 - “Benefits of working with a financial advisor”

May 25th, 2020 - “It’s impossible to know when the market is at a top or bottom. But we do know that selling your investment after a steep loss can have a negative impact on your financial future”

May 19th, 2020 - "Even calm water can have ripples"

May 11th, 2020 - "Tips for investing in a Bear Market"

May 4th, 2020 - “Correctly predicting the ups and downs of the market is an extremely difficult, if not, impossible task. Maintaining focus on your investment objectives and long-term goals will help get you to the finish line.

CU Financial Management Ltd is wholly owned by Bayview Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidate Credit Union Ltd, Tignish Credit Union Ltd, Évangéline-Central Credit Union Ltd., Malpeque Bay Credit Union Limited, Provincial Credit Union Limited, Souris Credit Union Ltd, EasternEdge Credit Union Limited, Leading Edge Credit Union Limited, Community Credit Union Limited, Public Service Credit Union Limited, Reddy Kilowatt Credit Union Limited, Eagle River Credit Union Limited and Credit Union Atlantic Limited offering financial planning, life insurance and investments to our members and their communities.

Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. VirtualWealth is a trade name of Credential Qtrade Securities Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP. NEI LP and Credential Asset Management Inc. are subsidiaries of Aviso Wealth; and NEI Funds are related issuers of VirtualWealth.