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:

  • Insurance Planning - Life, Critical Illness, Disability, and Long Term Care
  • Financial planning
  • Retirement planning
  • Survivor income needs
  • Income protection
  • Education
  • Investment planning

How would you like to start investing?

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Contact our team below: Expand/Collapse

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




NEI Market Update - Weekly Financial Tips: Expand/Collapse

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"

May 4th, 2020 - “Correctly predicting the ups and downs of the market is an extremely difficult, if not, impossible task. Maintaining focus on your investment objectives and long-term goals will help get you to the finish line.
Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Mutual Funds and related financial planning services are offered through Credential Asset Management Inc. ® Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence.
 

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