Planning Ahead

As we begin to see signs of Spring, I know many of us are looking forward to our plans for the coming months and beyond. For CUA, planning ahead takes many forms from creating and acting on plans for our operations to helping our customers create their own plans to build and maintain financial well-being.

With the 2019 RRSP contribution deadline having just passed, it is that time of year when we have had the opportunity to work with many customers to help them build their savings and investments. Whether you’re planning for the short or long-term, the benefits of starting early are clear. Interest and other forms of returns compound over time, meaning that even saving a small amount on a regular basis can have a significant positive impact on your finances down the road.  From building the right foundation by budgeting and saving to comprehensive wealth management services, we can help guide you every step of the way. And, if your journey is just starting, our Money Matters online hub can introduce you to concepts of money management, saving and investing, and more.  

Planning ahead is also about investing in communities so that others have the support they need to benefit the places where they live and work. As you may know, CUA’s 2020 Community Investment Grant Program recently provided funding to 15 deserving projects, organizations and small businesses across Nova Scotia in order to help them achieve their goals.  I was delighted to meet with many of this year’s recipients and hear about the impacts their projects and initiatives will have. Read more about the recipients and their work.

Finally, as our customers, you can help us plan ahead. CUA’s Board of Directors is responsible for providing oversight and strategic direction to our organization, including the approval of our annual plans. You have the unique ability to help determine who sits on our board by participating in their election process. Read more on our website here, including profiles of our current directors. The voting period will be open from April 6 until April 17 at 4 p.m.

You can cast your vote online — the most popular method — if we have your current email address on file by April 2.  Update your email address and learn more about online voting here.  You can also vote in-person during the voting period at any of our locations.

We are ready to help with the flexible products, personalized service and quick decisions that can help you plan ahead and ensure financing well-being.  As always, I welcome you to reach out to us at 902.492.6500 or info@cua.com  to learn more, or to get started with us.