CUA Wealth Management Services
CUA provides a comprehensive and holistic approach to wealth management services, offering full financial planning services, a broad range of investment and insurance products, as well as tax preparation services.
Designing detailed investment plans and individually tailored investment strategies, CUA Wealth Management Services can look after all of your needs. They offer a comprehensive family of financial and investment services and solutions, including:
- Investment Planning – Mutual funds, stocks, bonds and more
- Financial Planning and Education – comprehensive financial plans, retirement plans, estate plans and more
- Responsible Investing
- Regular monthly income strategies
- Will and estate planning
- Tax preparation services
Book an appointment today
Visit one of our branches or call our Customer Contact Centre at 902-492-6500 to book an appointment with our Investment Advisor.