CUSO Wealth Strategies
Business Services · Canada · 11-50 Employees
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Overview
Headquarters
3021B Pandosy St, Kelowna, British Colum...Phone Number
(778) 516-5659Website
www.cuwealth.caRevenue
<$5 MillionIndustry
About CUSO Wealth Strategies
CUSO Wealth Strategies specializes in sustainable and profitable wealth management solutions tailored for small to medium-sized credit unions. Founded in 2011, the company empowers its partners by offering a viable alternative that combines the benefits of a larger model with the personalized service of a locally owned credit union. Their mission focuses on delivering best-in-class strategies and effective processes, ensuring compliance and profitability for wealth management practices. Through strategic partnerships, they enhance collaboration, increase revenue, and provide exceptional branding and client experiences.Explore more
CUSO Wealth Strategies Org Chart
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CUSO Wealth Strategies specializes in sustainable and profitable wealth management solutions tailored for small to medium-sized credit unions. Founded in 2011, the company empowers its partners by offering a viable alternative that combines the benefits of a larger model with the personalized service of a locally owned credit union. Their mission f... Read More
