Financial Planning

CU Financial Management

CU Financial Management is a personal financial planning program designed to help organize financial affairs and plan for the future.

Whether you are just starting out or have considerable assets, a financial plan can help you achieve and maintain financial strength. Consultation with a Financial Services Representative can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. There is no cost or obligation to meet with a representative. By investing as little as 30 minutes with us, we can provide you with a personal and comprehensive plan to help you towards financial freedom.

Part of sound financial planning involves timely reviews of your progress. Your CU Financial Management representative can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

Some of the services offered are:

  •     Financial services
  •     Mortgage protection
  •     Retirement planning
  •     Survivor income needs
  •     Income protection
  •     Education
  •     Investment counselling
For more information regarding CU Financial Management, please contact our office:

Danny Whalen, B. Sc, CFP
Financial Planner
CU Financial Management


Telephone: 709-739-1080 or 709-701-1467

CU Financial Management Ltd is wholly owned by Bayview Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidated Credit Union Ltd, Tignish Credit Union Ltd, Évangéline-Central Credit Union Ltd., Malpeque Bay Credit Union Limited, Provincial Credit Union Limited, Souris Credit Union Ltd, EasternEdge Credit Union Limited, Leading Edge Credit Union Limited, Community Credit Union Limited, Public Service Credit Union Limited, Reddy Kilowatt Credit Union Limited, and Eagle River Credit Union Limited.