![](https://static.wixstatic.com/media/d6be6f_01ddc4ca1e0b4baabe38ae82ce0c155e~mv2.jpg/v1/fill/w_147,h_52,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/d6be6f_01ddc4ca1e0b4baabe38ae82ce0c155e~mv2.jpg)
Empowering our partners and clients through sustainable & profitable wealth management practices.
Our Approach
We help you act 'big' so you can stay local.
Since 2011
We have been offering credit unions a viable wealth management alternative.
This allows our partners the opportunity to benefit from the economies & efficiencies of a larger model; while at the same time allowing for the continuation of the look & feel of a locally owned credit union.
​
Our Unique CUSO Approach
​
"The 4 Cornerstone" Philosophy
Mission Statement
​
We empower our partners and clients through best in class strategies and effective processes so that they may establish and sustain compliant profitable wealth management practices.
Vision Statement
​
CUSO is committed to returning value to our shareholders and providing a viable alternative for the effective delivery of wealth management products and solutions to credit union members on behalf of our partners and clients.
![Minimal Office](https://static.wixstatic.com/media/5a2ce0eccfe64763b4a354eed7aa0f02.jpg/v1/fill/w_147,h_98,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/5a2ce0eccfe64763b4a354eed7aa0f02.jpg)
Our Team
Dedicated & Committed CUSO Experts
Chief Executive Officer
Advisor Coach
Vice President
Business Development
Best Practices Project Manager
Jennifer Broad
Regional Wealth Leader
Wealth Services Associate
![](https://static.wixstatic.com/media/d6be6f_11d2dbc633614638aed1dea82df1e981~mv2.jpg/v1/fill/w_147,h_68,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/d6be6f_11d2dbc633614638aed1dea82df1e981~mv2.jpg)
Work with our experts and other valued partners
​
-
Strategic guidance specific to wealth management by our industry experts
-
Specialized access to our strategic partners
-
Increase collaboration across CUSO credit union partners
​
Improve profitability with increased revenue & decreased costs
​
-
Increase sales through improved advisor education and training
-
Increase volume purchasing power with a variety of vendors
-
Access preferred pricing (higher commission amounts from aggregated volumes)
-
Attract and retain valued wealth professionals within your organization
​
Create exceptional branding
​
-
Deliver a consistent client experience at all stages of the relationship
-
Focus on planning and value-added services (reduce risks associated with CRMII)
-
Work with the CUSO fulfillment centre to access turn-key servicing
-
Create efficiencies and scalability with people, process and technology
![](https://static.wixstatic.com/media/d6be6f_44127056598a467490905f3bdade984c~mv2.jpg/v1/fill/w_122,h_88,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/d6be6f_44127056598a467490905f3bdade984c~mv2.jpg)