Financial Planning
Your future looks bright and we're here to help you plan for it
Plan With Confidence. Grow With Purpose.
Financial planning isn’t just for the wealthy — it’s for anyone who wants to make smart decisions about their money. As a Coastal Financial CU member, you get access to certified financial planners through CU Financial Management, included at no extra cost1. Whether you're planning for retirement, managing taxes, or building a legacy, our team in Southwest Nova Scotia is here to help.
How We Can Help You Plan
Tax Planning
Investment Planning
Insurance Planning
Retirement Planning
Estate Planning
Business Succession Planning
Why plan for the future with us?
Personalized support
Working with an advisor can mean the difference between a plan and action. Get expert, friendly, step-by-step advice to make your goals a reality.
Local insight
We know our communities inside and out, which means we have the know-how to inform financial advice for our local economies.
Certified experts
Personalized service and solutions from our experts will set you ahead – they know their stuff when it comes to helping you reach your financial goals.
Ready to build your financial roadmap?
Book an appointment with a CU Financial Management advisor today.
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Start Saving for Retirement
RRSPs are a powerful tool to turn your financial plan into action. Learn how they can help you grow your future.
Invest With Confidence
Mutual funds offer professionally managed portfolios that align with your financial goals.
Get retirement ready with help from our handy planning calculator.
Estimate how much you need to save for your child’s future education.
See how growing your money tax free will help boost your savings.
LEGAL DISCLAIMER
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Community Credit Union Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Mosaik Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Souris Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Valley Credit Union.
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Copyright 2025 Coastal Financial Credit Union. All rights reserved.
Mortgage Licesnse 3000026
Coastal Financial Credit Union is a credit union operating in Nova Scotia. Deposits are insured under the terms of the Credit Union Deposit Insurance Corporation.
Copyright 2025 Coastal Financial Credit Union. All rights reserved.
Mortgage Licesnse 3000026
Coastal Financial Credit Union is a credit union operating in Nova Scotia. Deposits are insured under the terms of the Credit Union Deposit Insurance Corporation.
