CREDIT UNIONS SEEK TO BE LIFELONG
FINANCIAL PARTNERS TO THEIR MEMBERS
The credit union model is ideally suited to providing trusted, ongoing financial advice that helps members grow their wealth. Credit unions must generate revenue to fund their operations and the community initiatives that are so essential to the co-operative movement, however credit unions generate profits solely for the benefit of their members and this gives members a level of comfort and trust that is truly unique among financial institutions.

CUPEDIA.ca provides training and tools that allows credit unions to leverage this unique relationship and provide relevant, reliable advice at every juncture in a member’s life. CUPEDIA.ca tools give frontline staff the confidence to engage members on more complex financial matters and the knowledge to recommend an action or referral to the appropriate resource.