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 
  • 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.

Securities are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual funds are offered through Qtrade Asset Management Inc., Member MFDA.
 

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