CU Financial Management

10/26/2026

A little something extra just for you.
Get up to 5% cash back* for a limited time. Want more? Invest more to get more including a $100 bonus when you fund within 30 days.

Invest confidently with Qtrade, the direct investing platform we prefer.

*Terms and conditions apply. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.

10/23/2026

Yesterday, our team gathered across all four Atlantic provinces for our Fall Regional Meetings. We shared lots of laughs, ideas, and good food but we also forgot to take many photos! 🤷‍♀️

10/23/2026

A huge thanks to David for giving his time to help out in his community.

Thank you so much David Mercer with CU Financial Management! David kicked off our second session of our Secure Futures Financial Literacy Program with an incredible presentation for our participants! Our participants enjoyed learning about personal finance concepts and goals from an expert in the field. With lots of real world examples from years of experience, our participants engaged in meaningful discussions and asked informative questions. Thank you so much again David for such an engaging presentation! 😁

To learn more about about our Secure Futures Program, or refer yourself or someone else to the program, visit our website: https://eastersealsnl.ca/what-we-do/career-and-educational-services/secure-futures/

For more information on our next 8-week program, please reach out to:

Britney Payne
Disability Education Lead
[email protected]| 709-754-1399 ext. 235

10/22/2026

Did you miss the third webinar in our series? Watch the recording!

A solid financial plan is not complete until you have thought about how to pass it on. Part THREE of our Wealth Evolution series, "Wealth Transfer," showed us how Wills, trusts, joint ownership, and insurance beneficiaries can help you share your wealth wisely

Find the recording (and the first two webinars in the series) on our website:
https://buff.ly/Y6RyDl5



Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P

10/21/2026

We’re hiring! 📣 Application Deadline is Friday, October 23rd.
Are you an experienced 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 with strong knowledge of the Canadian life insurance industry and a keen eye for compliance? Come join the team at one of Atlantic Canada's Best Places to Work!

You’ll play an important behind-the-scenes role supporting our Advisors and Associates, overseeing insurance administration, file reviews, licensing, onboarding, and compliance processes across the organization.

📍 Hybrid within Atlantic Canada | 💰 $65K–$75K + bonus
𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗰𝗹𝗼𝘀𝗲 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟯, 𝟮𝟬𝟮𝟲.

Apply online at: cufm.ca/careers

If you’re an experienced insurance professional with a strong compliance mindset, we’d love to hear from you!

10/20/2026

Discover Investor Hub - the new, secure client portal that makes managing your investments simple and convenient.
With its modern features and intuitive design, Investor Hub puts a complete view of your Aviso Wealth portfolio at your fingertips.

Enjoy these new features:
• See your full portfolio with one simple login
• Instantly access statements and tax documents
• Connect with your advisor and manage your wealth anywhere
Register now to get started.
https://buff.ly/SkWt7T5



Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc

10/19/2026

10/16/2026

October is Small Business Month and now more than ever, it's important to support your local small businesses. Why not tag your favourites in the comments to give them a little extra boost?

10/15/2026

We're celebrating with the region's credit unions today! Our partnerships with them are ones we cherish. Happy Credit Union Day!

10/14/2026

We’re hiring! 📣
Are you an experienced 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 with strong knowledge of the Canadian life insurance industry and a keen eye for compliance? Come join the team at one of Atlantic Canada's Best Places to Work!

You’ll play an important behind-the-scenes role supporting our Advisors and Associates, overseeing insurance administration, file reviews, licensing, onboarding, and compliance processes across the organization.

📍 Hybrid within Atlantic Canada | 💰 $65K–$75K + bonus
𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗰𝗹𝗼𝘀𝗲 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟯, 𝟮𝟬𝟮𝟲.

Apply online at: cufm.ca/careers

If you’re an experienced insurance professional with a strong compliance mindset, we’d love to hear from you!