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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.

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.

Minimal Office

Our Team

Our Dedicated & Committed CUSO Experts


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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Wealth Services Associate

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Wealth Administration Officer

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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


Phone 250.980.4518

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