CU Financial Management

CU Financial Management

Share

Whatever your financial goals, we’re here to help you get there. Atlantic Canadian values, expert advice.

Did you know we have offices in all four Atlantic provinces to serve you?

09/09/2026

Discover Investor Hub - the new, secure client portal that makes managing your investments simple and convenient.
With its modern features and intuitive design, Investor Hub puts a complete view of your Aviso Wealth portfolio at your fingertips.

Enjoy these new features:
• See your full portfolio with one simple login
• Instantly access statements and tax documents
• Connect with your advisor and manage your wealth anywhere
Register now to get started.
https://buff.ly/y4zc5J5



Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc

09/08/2026

It's that time of year! School's back, and so are school buses. 🚌 Keep your eyes peeled.

09/07/2026
Photos from CU Financial Management's post 09/04/2026

Today marks the 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗗𝗮𝘆 𝗼𝗳 𝗖𝗵𝗮𝗿𝗶𝘁𝘆. We're proud to support many local charities with our CU Connects program. Giving back to our communities is a vital part of who we are at CU Financial Management.

And this week, we happily gave back by helping to fill food bank shelves in PEI and Newfoundland.

"𝘾𝙝𝙖𝙧𝙞𝙩𝙮, 𝙬𝙝𝙚𝙣 𝙧𝙤𝙤𝙩𝙚𝙙 𝙞𝙣 𝙚𝙦𝙪𝙞𝙩𝙮 𝙖𝙣𝙙 𝙚𝙩𝙝𝙞𝙘𝙨, 𝙞𝙨 𝙢𝙤𝙧𝙚 𝙩𝙝𝙖𝙣 𝙜𝙚𝙣𝙚𝙧𝙤𝙨𝙞𝙩𝙮: 𝙞𝙩’𝙨 𝙖 𝙥𝙤𝙬𝙚𝙧𝙛𝙪𝙡 𝙖𝙘𝙩 𝙤𝙛 𝙜𝙡𝙤𝙗𝙖𝙡 𝙧𝙚𝙨𝙥𝙤𝙣𝙨𝙞𝙗𝙞𝙡𝙞𝙩𝙮. 𝙄𝙩 𝙘𝙤𝙣𝙣𝙚𝙘𝙩𝙨 𝙥𝙚𝙤𝙥𝙡𝙚 𝙖𝙘𝙧𝙤𝙨𝙨 𝙗𝙤𝙧𝙙𝙚𝙧𝙨 𝙖𝙣𝙙 𝙨𝙚𝙘𝙩𝙤𝙧𝙨 𝙩𝙤 𝙘𝙤𝙣𝙛𝙧𝙤𝙣𝙩 𝙥𝙤𝙫𝙚𝙧𝙩𝙮, 𝙪𝙥𝙡𝙞𝙛𝙩 𝙘𝙤𝙢𝙢𝙪𝙣𝙞𝙩𝙞𝙚𝙨, 𝙖𝙣𝙙 𝙗𝙪𝙞𝙡𝙙 𝙖 𝙢𝙤𝙧𝙚 𝙞𝙣𝙘𝙡𝙪𝙨𝙞𝙫𝙚 𝙖𝙣𝙙 𝙨𝙪𝙨𝙩𝙖𝙞𝙣𝙖𝙗𝙡𝙚 𝙬𝙤𝙧𝙡𝙙 𝙛𝙤𝙧 𝙚𝙫𝙚𝙧𝙮𝙤𝙣𝙚." UN WEbsite https://buff.ly/43FIY9S

09/03/2026

Wishing all teachers, staff, and students a wonderful school year as the new school season begins.

09/02/2026

With over 120 worthy applicants, we took time to evaluate and pick our 2026 Bursary recipients last month. As in the past, these bursaries are going to 11 incredible students who are community-minded, have overcome obstacles, and are determined to make a difference in their world. Congratulations to each and every one of them, and all the best for a successful school year.

09/01/2026

September brings a flurry of busyness as we settle back into routines that summer played with. Take time to breathe this month and enjoy all it gives us.

08/31/2026

This was our third year of sponsoring the PEI Women For Wishes golf tournament for Make-A-Wish Canada, PEI As always, we had a wonderful time supporting an amazing cause held at the Glasgow Hills Golf Club. The weather was amazing, the company fun, and we're honoured to help make wishes come true!

Photos from CU Financial Management's post 08/28/2026

We've been enjoying the Loyal 2 Local Challenge this month and it's more important than ever to support local, Canadian businesses. 🍁
Cheryl stopped by Helen's Pastry Co in Charlottetown, PEI for some treats, Julie decided that a tasty takeout from Kai Wing Restaurant in Coldbrook, NS was perfect on a hot day, and Ronda chose to grab a cute travel jewelry case from The Feel Good Store in Saint John, NB. Zach enjoyed a night out at Namaste Bistro Fredericton and Adam also took his family to 𝐂𝐎𝐖𝐒 for some ice cream cones while on vacation!
I think we may just have a few foodies on our team😉

Want your business to be the top-listed Accountant in Bedford?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


Head Office
Bedford, NS

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm