Wealth Management
Whether you are just starting out or have considerable assets, an investment plan can help you achieve and maintain financial strength. CU Financial Management (CUFM) is a full service brokerage that offers access to capital markets and a full range of investment options that can help you achieve your long-term financial goals. Our experienced Investment Advisors can answer your financial questions, review your overall financial situation, determine goals, and develop personalized investment strategies.
Your Investment Advisor will monitor your progress, check in with you on a regular basis and adjust your plan as required, giving you confidence knowing you're headed in the right direction.
Learn more about CUFM here: https://cufm.ca/
Services offered:
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Insurance Planning - Life, Critical Illness, Disability, and Long Term Care
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Financial planning
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Retirement planning
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Survivor income needs
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Income protection
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Education
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Investment planning
How would you like to start investing?
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Port Hawkesbury Office:
1 – 714 Reeves Street, Port Hawkesbury, NS, B9A 2S1
Toll free: 1-888-295-4824
Tryphena MacDonald
Financial Services Coordinator, Credential Financial Strategies Inc.
T: (902) 625-5489
F: (902) 625-5471
tryphena.macdonald@cufm.ca
Michele Stone, CFP®
Financial Planner, Credential Financial Strategies Inc.
T: (902) 625-5464
F: (902) 625-5471
michele.stone@cufm.ca
Halifax Office:
6074 Lady Hammond Road, 4th Floor, Halifax, NS, B3K 2R6
Rae Tench, CFP®
Financial Planner, Credential Financial Strategies Inc.
T: (902) 464-7117
F: (902) 464-7118
rae.tench@cufm.ca
Brandon Croken, CFP®
Financial Planner, Credential Financial Strategies Inc.
T: (902) 706-3700
F: (902) 457-8308
brandon.croken@cufm.ca
Antigonish Office:
257 Main Street, Antigonish, NS, B2G 2C1
Toll Free: 1-866-597-5783
Susan Tubrett
Mutual Funds Investment Specialist, Credential Asset Management Inc.
T: (902) 867-5793
F: (902) 863-8251
susan.tubrett@cufm.ca
Michelle McNeil
Associate Advisor, Credential Asset Management Inc.
T: (902) 867-5793
F: (902) 863-8251
michelle.mcneil@cufm.ca
Brandon Croken, CFP, RIS
January 25th, 2021
January 18th, 2021
January 11th, 2021
November 23rd, 2020
November 16th, 2020
June 22nd, 2020 - “The Cost of Capital Protection”
June 13th, 2020 - “The Big Picture is Positive”
June 8th, 2020 - “Is Responsible Investing part of your portfolio?”
June 1st, 2020 - “Benefits of working with a financial advisor”
May 25th, 2020 - “It’s impossible to know when the market is at a top or bottom. But we do know that selling your investment after a steep loss can have a negative impact on your financial future”
May 19th, 2020 - "Even calm water can have ripples"
May 11th, 2020 - "Tips for investing in a Bear Market"
