ACU Wealth Strategies

Expert strategies to protect and grow your wealth. 

Your financial future is worth protecting. Let ACU Wealth Strategies advisors help you secure your financial future, with guidance and solutions that protect what matters most while helping you achieve your goals. 

ACU Wealth Strategies

No matter where you are on your financial journey, ACU Wealth Strategies advisors can help you develop plans that minimize the financial impact of loss, injury or illness on you, your business and, most importantly, your loved ones.

Our wealth and insurance advisors work with you to develop a protection‑focused financial strategy that supports your retirement planning, estate planning and overall, long‑term financial well‑being, giving you confidence today and peace of mind for tomorrow. 

Values matter, and our advisors can help you explore socially responsible investing (SRI) options that align your financial protection strategy with the positive impact you want to make.

2025_HubSpot_PWS_GC with Image_500x375_ACU Wealth Strategies_Logo

Wealth building and risk protection solutions

  • Financial strategy tailored to your lifestyle and goals
  • Risk protection solutions to minimize the financial impact of loss, injury or illness and safeguard your loved ones, your business and your quality of life.
  • Holistic advice on estate planning, insurance protection, charitable giving, legacy planning and generational wealth transfer strategies
  • In partnership with Aviso Wealth, we offer investment management services with a wide range of plans and account options, including registered and non‑registered accounts, corporate accounts and pension planning solutions. 
  • Establishing your financial roadmap through current and projected cash flows, budgeting, net worth and debt management
  • Assisting with job transition strategies, focusing on pension options.
2025_HubSpot_PWS_Text with Image_600x515_ACU Wealth Strategies

Advice where and when you need it

ACU Wealth Strategies advisors are here to help you do more with your money and build long-term financial security.

Whether you’re a business owner, a new parent or approaching retirement, risk protection strategies play an important role at every life stage.

Our advisors are available to meet virtually or in one of our ACU Wealth Strategies offices.

Call to book your appointment: 204-231-1170

Why work with ACU Wealth Strategies

logoMobile

Local and values-based

As part of a member‑owned credit union, the ACU Wealth Strategies team reflects ACU’s commitment to people, community and financial well‑being. We put your interests first and help you make decisions that align with your goals and values.

logoMobile

Wealth your way

Our advisors take a holistic approach to financial strategy and risk protection that strengthens your financial security at every stage of your wealth journey, with a full suite of solutions to support you every step of the way.

logoMobile

Guidance you can trust

Our advisors provide transparent advice focused on your long-term financial success. Their expertise helps ensure that your plan reflects your financial goals and your personal values.

Ready to talk about your financial goals?

Get in touch with the ACU Wealth Strategies team to discuss how risk protection solutions can help you plan for your financial future with confidence!

Connect with us by phone: 204‑231‑1170

Aviso-wealth-logo 1
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.