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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

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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Jennifer Broad

Regional Wealth Leader

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Wealth Services Associate

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Work with our experts and 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 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

Create exceptional branding 

  • 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


CUSO Wealth Strategies

Kelowna, BC 


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