CU Financial Management Email Formats

Financial Services • Bedford, Nova Scotia, Canada • 21-50 Employees

CU Financial Management Email Formats

CU Financial Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@cufm.ca), used 60.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@cufm.ca	60.7%
{first initial}.{last name}	j.doe@cufm.ca	39.3%

Key Contacts at CU Financial Management

David Guzzo

Chief Executive Officer

Danny Whalen

Director Of Wealth Advice

David Guzzo

Chief Executive Officer

Company overview

Headquarters	36 Brookshire Crt, Unit 4, Bedford, Nova Scotia B4A 4E9, CA
Phone number	+19027012603
Website	cufm.ca
NAICS	52
Keywords	Investments, Wealth Building, Retirement Planning, Business Solutions, Insurance, Advice, CFP
Founded	2019
Employees	21-50
Socials

About CU Financial Management

At CU Financial Management, our experienced advisors provide tailored financial planning for every stage of life. Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to leave a legacy for your loved ones, we can help. Our focus is on people, not products. We build long lasting relationships with our clients and provide personalized solutions to fit their values and goals. We’re invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive. ------------------------------ CU Financial Management Ltd. is wholly owned by Brunswick Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidated Credit Union Ltd, Provincial Credit Union Ltd, Souris Credit Union Ltd, Atlantic Edge Credit Union Ltd, Community Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd and Credit Union Atlantic Ltd. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

CU Financial Management has 16 employees across 6 departments.

Departments

Number of employees

Funding Data

CU Financial Management has never raised funding before.

CU Financial Management Tech Stack

Discover the technologies and tools that power CU Financial Management's digital infrastructure, from frameworks to analytics platforms.

Yii

Web frameworks

Vimeo

Video players

PWA

Miscellaneous

Htmx

JavaScript libraries

Sprig plugin

UI frameworks

Microsoft 365

Chart.js

JavaScript graphics

Cloudflare

CDN

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

PHP

Programming languages

HSTS

Security

Frequently asked questions

CU Financial Management is located in Bedford, Nova Scotia, CA.

You can reach CU Financial Management at +19027012603.

CU Financial Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

CU Financial Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at CU Financial Management

David Guzzo

Chief Executive Officer

Danny Whalen

Director Of Wealth Advice

David Guzzo

Chief Executive Officer

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