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.
Our Unique CUSO Approach
"The 4 Cornerstone" Philosophy
Mission Statement
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
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 Team
Dedicated & Committed CUSO Experts
Chief Executive Officer
Vice President
Business Development
Jennifer Broad
Wealth Administration Officer
Advisor Coach
Best Practices Project Manager
Work with our experts and other valued partners
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Strategic guidance specific to wealth management by our industry experts
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Specialized access to our strategic partners
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Increase collaboration across CUSO credit union partners
Improve profitability with increased revenue & decreased costs
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Increase sales through improved advisor education and training
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Increase volume purchasing power with a variety of vendors
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Access preferred pricing (higher commission amounts from aggregated volumes)
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Attract and retain valued wealth professionals within your organization
Create exceptional branding
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Deliver a consistent client experience at all stages of the relationship
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Focus on planning and value-added services (reduce risks associated with CRMII)
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Work with the CUSO fulfillment centre to access turn-key servicing
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Create efficiencies and scalability with people, process and technology
CONTACT US
CUSO Wealth Strategies
3021B Pandosy Street
Kelowna, BC V1Y 1W3
Email admin@cuwealth.ca
Phone 250.980.4518