Financial Management
CUA offers full financial planning services, a broad range of investment and insurance products, as well as tax preparation services.
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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. |
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Qtrade Direct Investing™ gives you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees. |
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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. |
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| 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. |
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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.
