CU Financial Management provides comprehensive financial services, including investment solutions, financial planning, and insurance products. They offer services like RRSPs, tax planning, retirement planning, and business insurance. Their target audience includes individuals and businesses within credit unions. The unique selling proposition is their tailored, one-stop financial solutions that integrate investment, tax, estate, and insurance services, making wealth management simple and accessible for their clients. CU Financial Management partners with credit unions to deliver these services, ensuring personalized support for diverse financial needs[1][4][5].