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.

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.

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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

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.

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.

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.

Les fonds communs de placement et autres titres sont offerts par l’intermédiaire de Patrimoine Aviso, une division de Financière Aviso inc. Les placements dans les fonds communs de placement peuvent être assortis de commissions, de commissions de suivi, de frais de gestion et d’autres frais. Veuillez lire le prospectus avant d’investir. À moins d’indication contraire, les fonds communs de placement, les autres titres et les soldes de liquidités ne sont pas assurés par la Société d’assurance-dépôts du Canada ni par un autre organisme public d’assurance-dépôts qui assure les dépôts dans les coopératives d’épargne et de credit. Les fonds communs de placement, les autres titres et les soldes de liquidités ne sont ni assurés ni garantis, leur valeur fluctue fréquemment et les rendements passés peuvent ne pas se reproduire.