Financial Management

CUA offers full financial planning services, a broad range of investment and insurance products, as well as tax preparation services.

Concentra Trust Executor EASE

Executor EASE is a flexible menu-based program designed to assist you in administering an estate. Through the program, Concentra Trust can provide you with cost-effective support, based on your unique needs, levels of experience and comfort.

Mutual Funds

Mutual funds combine the benefits of diversification and professional management with affordability for the average investor. CUA has access to a wide variety of mutual funds,

Online Brokerage

Qtrade Direct Investing™ gives you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees. 

Responsible Investing

Responsible Investing (RI) is the choice for Canadians who seek competitive returns and also care about how the companies they invest in conduct themselves and impact communities.

Digital Advice from Virtual Wealth

Digital advice, or robo-advice, from VirtualWealth
is a simple and convenient online investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals

Tax Services

As a full-service banking institution, CUA offers a broad array of products and services to ensure your banking experience is simple and stress-free


Book an appointment today

To book an appointment, call our Customer Contact Centre at 902-492-6500 or complete the online form found below

Securities are offered through Qtrade Advisor, a division of Credential 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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