CU Financial Management

06/02/2026

Building lasting wealth requires more than standard investment accounts. Join us tomorrow for Part TWO of our Wealth Evolution series, "Wealth Growth," to discover how insurance can act as a powerful tax-driven investment strategy.

📖 𝗧𝗼𝗽𝗶𝗰: Wealth Evolution – Part TWO: Wealth Growth
📆 𝗗𝗮𝘁𝗲: Wednesday, June 3, 2026 (two sessions available)
📣 𝗦𝗽𝗲𝗮𝗸𝗲𝗿: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
🖥️ 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺: Zoom
💲 𝗖𝗼𝘀𝘁: Free!
Two sessions available: 1 PM or 4 PM Atlantic
𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://buff.ly/UQHsMPY

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

06/01/2026

Welcome to another month!

05/29/2026

We are so honoured to help grant wishes in Atlantic Canada with Make-A-Wish Canada.

Last year, we granted 1,835 wishes nationwide, and here is a breakdown of where they took place. ✨ We are proud to support wish kids and families in Canada and continue creating meaningful impact from coast to coast to coast. 💙

Read the full impact report here: https://brnw.ch/21x2W4o

05/29/2026

As food costs rise, it may be time to consider a kitchen garden. It can be a savings for your family, plus it's great to spend time outside! Even if you have a small space, all these can be grown in pots or window boxes.

Some easy crops to grow:
Lettuce
Kale
Spinach
Radish
Peas
Herbs like Basil, Parsley, Chives, or Cilantro

05/28/2026

We wrapped up our annual advisor development meetings yesterday on a high note! A huge thank you to Ann Worth for facilitating an incredible leadership workshop for the CU Financial Management team.

​Ann first joined us for our development conference back in 2023. The feedback was so glowing that we just had to invite her back this year.

​Ann's enthusiasm is absolutely infectious, and she is just a wonderful person to work with. Thank you Ann, for crafting the perfect sesion to end three fantastic days of collaboration and learning.

05/27/2026

05/26/2026

How much are you paying for convenience these days?
It's surprising how those little fees can add up over the course of a week or month.

Food delivery, grocery apps, and other modern conveniences can quietly drain your budget. Here’s why Canadians are spending more than they realize.

05/25/2026

Getting ready for our annual Development meetings to begin. It's always awesome to gather our advisors from across the Atlantic provinces for a few days of learning, collaboration, and some fun.

05/21/2026

Ready to actively grow your wealth? Shift your focus from simply protecting your money to actively expanding it. Join expert Doug Carroll for Part TWO of our Wealth Evolution series, "Wealth Growth," and discover how to use insurance as a powerful tax-driven investment strategy. You will learn how to achieve tax-sheltered investment growth and structure tax-deferred intergenerational wealth transfers. Secure your spot on June 3!

📖 𝗧𝗼𝗽𝗶𝗰: Wealth Evolution – Part TWO: Wealth Growth
📆 𝗗𝗮𝘁𝗲: Wednesday, June 3, 2026 (two sessions available)
📣 𝗦𝗽𝗲𝗮𝗸𝗲𝗿: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
🖥️ 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺: Zoom
💲 𝗖𝗼𝘀𝘁: Free!
Two sessions available: 1 PM or 4 PM Atlantic
𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://buff.ly/UQHsMPY

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

05/20/2026

Each year, we come together for a few days of Advisor development, learning, and collaboration, along with a bit of fun. From May 25 to 27, our Advisors will be attending these sessions. During this time, our Administration team will remain available, though response times for email and phone inquiries may be slightly delayed.
Thank you for your understanding.