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 (ETFs)
Financial Planning
Your future looks bright and we're here to help you plan for it
Expert Financial Advice
As a trusted partner of Valley Credit Union, CU Financial Management provides tailored financial planning for every stage of life.
Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to ensure that you’re leaving a legacy for your loved ones, we can help.
Financial Planning Essentials
Invest & Retire With Us
Protect What Matters
Leave a Legacy
With Us, You’re More Than a Number
Why are we confident CU Financial Management is the right fit for you? Because you won’t settle for being just a number.
Our focus is on people, not products. Like your credit union, we build long-lasting relationships with our clients and provide personalized solutions designed to fit your values and goals.
Credit Union Owned. Member Focused.
We are a homegrown, Atlantic Canadian financial planning firm where community comes first.
In 2020, a group of innovative Atlantic Canadian credit unions came together to ensure their members had access to best-in-class financial advice.
They brought together professional advisors from across the region to build an organization grounded in the values their members know and trust.
In 2020, a group of innovative Atlantic Canadian credit unions came together to ensure their members had access to best-in-class financial advice.
They brought together professional advisors from across the region to build an organization grounded in the values their members know and trust.
Our Solutions
We work closely with your local credit union team to provide access to a full suite of solutions tailored to fit your unique needs.
Ask your credit union for an introduction!
Our team will work with you to fully understand your goals, investment objectives, risk tolerance, significant life changes, tax considerations - and more. Together, we can redefine your future.
Get ready with help from our handy planning calculators.
Financial Planning Know-How
Guide to saving & investing
Want to learn more about investing? Wish you could save more and spend less? This guide has you covered.
5 things I wish I knew before retiring
They say hindsight is 20/20. We talked to five retired Atlantic Canadians to get their advice for others.
LEGAL DISCLAIMER
Mutual funds, other securities and securities-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
CU Financial Management Ltd. is wholly owned by Brunswick Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidated Credit Union Ltd, Provincial Credit Union Ltd, Souris Credit Union Ltd, EasternEdge Credit Union Ltd, Atlantic Edge Credit Union Ltd, Community Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd and Credit Union Atlantic Ltd.
Head Office Contact Information
Main Telephone Number: 902-538-4510 or Toll Free 1-866-990-4044
Valley Credit Union Limited 5682 Hwy 1, Waterville Nova Scotia B0P 1V0
Valley Credit Union Limited (Valley CU) is a member of the Nova Scotia Credit Union Deposit Insurance Corporation (CUDIC), which at $250,000, provides the highest deposit insurance protection in Nova Scotia, Canada. Mortgage License #3000173
© Copyright 2025 Valley Credit Union Ltd. All rights reserved. Serving members in the Nova Scotia Western Zone or Annapolis Valley Region, including but not limited to Annapolis County, Kings County, and Hantsport in West Hants County.
® / ™ Trademarks are owned by, or use is authorized by, the Canadian Credit Union Association and Atlantic Central.
