As the tariff war heats up, Atlantic Canadian consumers and B2B buyers are looking for local alternatives to international suppliers. Elbows up!

Born from the vision of 16 credit unions determined to offer their members more, CU Financial Management is celebrating its fifth anniversary by doubling down on the values that made it possible— regional trust, expert advice and community roots.

“We are Loyal to Local, Atlantic Canadians, working with our fellow Atlantic Canadians,” says David Guzzo, CEO of CU Financial Management. “We live and work in the same communities as you, and that local connection makes all the difference — our advisors might even be your neighbours!”

Founded in 2020, CU Financial Management has grown steadily. Though now owned by 12 credit unions—reflecting recent mergers—it collaborates with more than 100 branches across Nova Scotia, New Brunswick, Prince Edward Island and Newfoundland and Labrador. By July 2025, the team is expected to include 32 employees, 17 of whom have been with the firm since its inception. Collectively, they bring decades of experience serving the financial needs of Atlantic Canadians.

CU Financial Management’s expansion includes the launch of CU Wealth Essentials, a virtual financial management service introduced in 2024. “It’s a really accessible way for somebody who may be looking for financial advice,” says Guzzo. “They don’t have to be our clients already, or a member of the credit union.”

The company’s holistic model—plan, invest, protect— integrates personal and commercial needs. “We don’t just manage money,” says Guzzo. “We help protect your legacy. Supporting families and small businesses is how we build stronger communities.”

That, he says, is “what we were built for.”