Empowering our partners and clients through sustainable & profitable wealth management practices.
We help you act 'big' so you can stay local.
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.
Our Unique CUSO Approach
"The 4 Cornerstone" Philosophy
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.
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.
Our Dedicated & Committed CUSO Experts
Chief Executive Officer
Best Practices Project Manager
Wealth Services Associate
Wealth Administration Officer
Work with Our Experts & Other Valued Partners
Strategic Guidance specific to Wealth Management by our Industry Experts
Specialized Access to our Strategic Partners
Increase Collaboration across CUSO Credit Union Partners
Improve Profitability with Increased Revenue & Decreased Costs
Increase Sales through Improved Advisor Education & Training
Increase Volume Purchasing Power with a Variety of Vendors
Access Preferred Pricing (Higher Commission Amounts from Aggregated Volumes)
Attract & Retain Valued Wealth Professionals within Your Organization
Create Exceptional Branding
Deliver a Consistent Client Experience at All Stages of the Relationship
Focus on Planning & Value-Add (Reduce Risks Associated with CRMII)
Work with the CUSO Fulfillment Centre to Access Turn-Key Servicing
Create Efficiencies & Scalability with People, Process & Technology
CUSO Wealth Strategies
3021B Pandosy Street
Kelowna, BC V1Y 1W3