A management and leadership company formed in 2012 by like-minded credit unions under the Credit Union Services Organization (CUSO) model, Wealth Strategies Inc. provides its partners with access to best practice strategy and processes in support of building successful wealth management divisions.
View Top Employees from CUSO Wealth Strategies Inc.| Website | http://www.cuwealth.ca |
| Employees | 4 (2 on RocketReach) |
| Founded | 2012 |
| Address | 3021B Pandosy Street, Kelowna, British Columbia V1Y 1W3, CA |
| Technologies |
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| Industry | Financial Services |
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CUSO Wealth Strategies Inc. Questions
Ba Ann Wong is the Vice President, Business Development of CUSO Wealth Strategies Inc..
2 people are employed at CUSO Wealth Strategies Inc..
CUSO Wealth Strategies Inc. is based in Kelowna, British Columbia.
Top CUSO Wealth Strategies Inc. Employees
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ViewBa Ann Wong
Vice President, Business Development at CUSO Wealth Strategies Inc.
Vancouver, British Columbia, Canada1
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