CU Financial Management

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!

10/13/2026

We were pleased to sponsor the first community skate at Eastern Kings Sportsplex this past weekend! A special shout-out📣 to Joe MacDonald, one of our Regional Financial Planners in PEI, for supporting this local event.

⛸️🎉 OUR FIRST SUNDAY SKATE OF THE SEASON! 🎉🏒

We’re excited to kick off our Sunday skates at Eastern Kings Sportsplex! 🙌

📅 Sunday, October 11th
🕧 12:30 PM

A huge thank-you to Joe MacDonald, Regional Financial Planner with CU Financial Management, for kindly sponsoring and hosting our first Sunday skate of the season! ❤️

Bring the family, lace up those skates, and join us for some fun on the ice! ⛸️💙

We can’t wait to see everyone out there!

See you all on the ice! 🏒❄️

Thank you to our sponsor, CU Financial Management!
👉 http://www.facebook.com/cufmatlantic

10/13/2026

It's Cyber Security Month. When you open accounts with us, we'll ask you for a lot of verification. It may be annoying, but it's all part of our robust security process for you.

10/12/2026

Our offices are closed today for Thanksgiving. We're grateful for each of you and we hope there's pie in your day!😉

10/09/2026

We’re hiring! 📣
We’re seeking an experienced 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 with strong knowledge of the Canadian life insurance industry and a keen eye for compliance.
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!

10/09/2026

September was a month in which the bond market set the tone. Read Aviso's Monthly Market Insights on our website.
https://buff.ly/ScsLqjM

Keep your finger on the pulse with the latest articles from top financial news publishers. Consider this your financial news source.

10/08/2026

Not a pie fan or want an alternative dessert for your Thanksgiving Feast? This Cream Cheese Pound Cake recipe might just hit the spot. Thanks to David Mercer, our Strategic Partnership Manager for sharing this one.

10/07/2026

Taking some extra time next Monday for gratitude.