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Empowering our partners and clients through sustainable & profitable wealth management practices.

Our Approach

We help you act 'big' so you can stay local.

Since 2011
 

We have been offering credit unions a viable wealth management alternative. 

 

This allows our partners the opportunity to benefit from the economies & efficiencies of a larger model; while at the same time allowing for the continuation of the look & feel of a locally owned credit union.

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Our Unique CUSO Approach

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"The 4 Cornerstone" Philosophy

Mission Statement
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We empower our partners and clients through best in class strategies and effective processes so that they may establish and sustain compliant profitable wealth management practices.

 

Vision Statement
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CUSO is committed to returning value to our shareholders and providing a viable alternative for the effective delivery of wealth management products and solutions to credit union members on behalf of our partners and clients.

Minimal Office

Our Team

Dedicated & Committed CUSO Experts

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Chief Executive Officer

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Advisor Coach

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Vice President

Business Development

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Best Practices Project Manager

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Jennifer Broad

Regional Wealth Leader

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Wealth Services Associate

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Work with our experts and other valued partners

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  • Strategic guidance specific to wealth management by our industry experts

  • Specialized access to our strategic partners

  • Increase collaboration across CUSO credit union partners

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Improve profitability with increased revenue & decreased costs

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  • Increase sales through improved advisor education and training

  • Increase volume purchasing power with a variety of vendors

  • Access preferred pricing (higher commission amounts from aggregated volumes)

  • Attract and retain valued wealth professionals within your organization

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Create exceptional branding 

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  • Deliver a consistent client experience at all stages of the relationship

  • Focus on planning and value-added services (reduce risks associated with CRMII)

  • Work with the CUSO fulfillment centre to access turn-key servicing

  • Create efficiencies and scalability with people, process and technology

CONTACT US

CUSO Wealth Strategies

Kelowna, BC 

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Email admin@cuwealth.ca

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