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Unlock Your Potential with a Fulfilling Career at Synergy Credit Union
Are you ready to take your career to the next level? Look no further than Synergy Credit Union. Our team is dedicated to making a positive impact in the lives of our members and the communities we serve. Joining our team means joining something bigger than just a job – it’s a purpose.
Striving to pay off debt or save for future goals like your kid's tuition?
The key to success lies in one powerful habit: budgeting. Yet, money management can be challenging with rising interest rates and soaring prices. @canadascreditunions has you covered with 6 proven tactics financially successful individuals use to navigate today's financial landscape.
Are you ready to invest in your future?
Join us for a special event hosted by our Aviso team, and dive into the financial opportunity with Brookfield Private Real Assets Fund! Brookfield Private Real Assets Fund for best-in-class private real estate and infrastructure capabilities laser-focused on value creation strategies. With Tailored Wealth Solutions that pair these outstanding offerings with a diverse selection of investment managers and asset classes, you can craft a premium wealth solution designed and managed with YOU in mind. Join us:
- Date: Tuesday, December 5 Time: 8am – 9am, light breakfast provided
- Location: Lecture Theatre, Synergy Credit Union Downtown Admin Building (4907 50th Street)
Whether you're a seasoned investor or new to the world of wealth management, this event is tailored to empower you with knowledge. RSVP by Friday, December 1.
The Credential Managed Account, OnPoint Managed Portfolios and OnPoint Pooled Investments are distributed by Credential Securities. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered trademark owned by Aviso Wealth Inc.
As Gen Z navigates the daunting world of adulthood, financial "firsts" can be difficult to navigate. From buying groceries to paying rent and saving for vacations, many Gen Zers are making costly mistakes. Let's look at how we can pivot away from these common money mistakes and establish financial independence for our future.
When we profit, you get your share
As 2023 wraps up, we uncover valuable tax-saving opportunities to take advantage of! Get the scoop on the introduction of the First Home Savings Account, changes in work-from-home tax breaks and essential financial insights as they relate to your taxes. Join Doug Carrol, tax and estate specialist with Aviso Wealth, on Wednesday, November 29 to get 23 tax tips before year-end!
Topic: Year-end tax tips – 23 for ‘23
Date: Wednesday, November 29, 2023 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom Cost: Free!
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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.
CAFT Best Practices
Customer Automated Funds Transfer, or CAFT, is your key to efficient payment management for your business. It covers everything from direct deposits to payment collections. 🌐 But remember, in our digital age, cyber threats are real. Here are some best practices to protect your business from potential risks:
Happy Halloween!
👻 Halloween is just around the corner, and we want to make sure it's all treats and no tricks! Here are some tips for a safe and spooktacular night from Canada Life:
Welcome to the Business and Ag Financial Centre (BAFC)!
Your financial needs are our top priority, and we understand the unique needs of local business owners, farmers, medical professionals and business professionals. We are more than just financial advisors – we build genuine trust-based relationships and will ensure you feel right at home with our team. Explore the strategic borrowing options, comprehensive business banking solutions, investment opportunities, and specialized financial expertise we provide.
🌐🔒 October is Cybersecurity Awareness Month! 🔒🌐
Did you know there's no "typical" fraud victim in Canada? It can happen to anyone. Scams through phone, mail, and online are a serious concern. It's crucial to protect yourself by staying vigilant and learning how to spot potential dangers. Understanding how fraud works empowers you to Recognize, Reject, and Report it. For tips on staying safe online, check out our guide.
