CU Financial Management Employee Directory
CU Financial Management corporate office is located in 36 Brookshire Crt Unit 4, Bedford, Nova Scotia, B4A 4E9, Canada and has 11-50 employees.
cu financial management
cu financial management ltd
Employees by Department
Departments
Number of employees
Finance
11
Operations
2
Marketing
1
C-Suite
1
CU Financial Management CEO
Key Employees of CU Financial Management
- DW
CU Financial Management Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from CU Financial Management
- Chief Executive Officer
- Canada , Nova Scotia , Bedford
- Investment Associate
- Canada , Nova Scotia , Bedford
- Regional Financial Planner
- Canada , Nova Scotia , Bedford
- Regional Financial Planner
- Canada , Nova Scotia , Bedford
- Regional Financial Planner
- Canada , Nova Scotia , Bedford
- Manager, Marketing & Communications
- Canada , Nova Scotia , Bedford
- Administrative Associate
- Canada , Nova Scotia , Bedford
- Regional Wealth Advisor
- Canada , Nova Scotia , Bedford
- Regional Support Associate
- Canada , Nova Scotia , Bedford
- Director, Wealth Advice
- Canada , Nova Scotia , Bedford
- Investment Associate & Insurance Compliance Specialist
- Canada , Nova Scotia , Bedford
- RIS Senior Financial Advisor
- Canada , Nova Scotia , Bedford
- Regional Financial Planner
- Canada , Nova Scotia , Bedford
- Financial Services Administrator
- Canada , Nova Scotia , Bedford
- Administration Assistant Manager, Operations
- Canada , Nova Scotia , Bedford
- Financial Services Coordinator
- Canada , Nova Scotia , Bedford
Former Employees at CU Financial Management
Explore people who held key positions, contributed to CU Financial Management's success, and advanced their careers.
Division Manager at Saudi Electricity
Worked as Manager, Branch Compliance
at CU Financial Management (2020-2021)
Regional Financial Pla... at Aviso Wealth
Worked as Regional Financial Planner
at CU Financial Management
Franchise Owner at Sunly Energy
Worked as Chief Executive Officer
at CU Financial Management (2021-2024)
Senior Financial Advis... at Scotiabank
Worked as Regional Financial Planner
at CU Financial Management (2024-2024)
Explore More
People from Similar Companies in the Finance Industry Located in Canada
Frequently Asked Questions Regarding CU Financial Management Employees
CU Financial Management prioritizes the financial future of its clients by providing simple and effective decision-making support. They offer a range of financial planning services tailored to individual goals, ensuring clients feel confident and excited about their financial journey. The company emphasizes personalized advice through expert financ... Read More
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