Plan for Your Future With CUA

With so many investment options available in the marketplace, preparing for your financial future can be a challenge. Whether you're dreaming about a large purchase, a down payment on your next home, or retirement living, investments can transform your vision into a reality. At CUA, our expert Financial Advisors are here to help, regardless of your budget or investment knowledge.



We Offer a Range of Investment Options

These options include self-directed investments, mutual funds, and wealth management services. Our planning, investment and tax preparation services give you the power to choose the products that best meet your needs. We'll walk you through a savings strategy that suits your income and retirement goals. To take the next step, please contact us at 902.492.6500 to book an appointment.

Securities and mutual funds are offered through Aviso Wealth, a wholly owned subsidiary of Aviso Wealth LP. Aviso Financial Inc. is a Member of the Canadian Investor Protection Fund. 


Explore our Wealth Services

 

 

Investing

No matter what your investment goals are, CUA has a solution to meet your needs.

 

 

Insurance

Insurance needs change over time. Make sure your coverage fits your life.

 

 

Financial Management

CUA offers a comprehensive and holistic approach to Financial Management Services.

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